How to Create a New Role?

Updated: 7 Apr 2025
Article #: 188


This section shows how to create a new role.  

1. Log into your Account  

2. Click “Account” tab  

3.Click “Manage” button  

4.Click “Roles” tab 

5.Click "Add Role” button  

 

6.Under “Role Name” then input necessary detail  

7.Under “Role Description” then input necessary detail  

8. Under “Department” then choose the appropriate department/s  

 

9.Under “Role Type”  

  • Choose: Can View, Can Approve and View, Can Upload and View, Allow All, Can Release and View, Can Create and Edit and View Templates, Can View Documentation and Access Developer Tools.  

There are 7 Role Types:  

  • Can View - this role type has only View access; it cannot approve and upload documents. 

  • Can Approve and View - this role type can view and approve documents but cannot upload documents. 

  • Can Upload and View - this role type can view and upload documents but cannot approve documents. 

  • Allow All - this role type can Allow All access which can view, approve, and upload documents  

  • Can Release and View - this role type can release and view the document but cannot upload and approve the document. 

  • Can Create, Edit and View Templates - this role type can create, edit documents and view templates. 

  • Can View Documentation and Access Developer Tools - this role type can view documentation and access developer tools. 

 

 






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