Adding & Editing custom role types

Adding

To add custom role types for different user groups in your firm, simply:

1. Ensure you have permission to edit the Roles and Permissions module;

2. On the Roles and Permissions module, click on the Manage User Roles button;
   
   

3. Under the Create a New Role menu, type the name of the new user group (i.e. role) you wish to create;

4. Click the Add button;
   
   
   
   
   

5. Your newly added Role Type will be added to the User Role List.

Editing 

To edit the name or description of any custom role types added, simply:

1. Ensure you are in the Manage User Roles module;

2. Click on the Edit button;

3. Edit the name and description of the role by typing in the boxes provided;

4. Delete the role by pressing the X button against the role.