A role consists of Users and Permissions. A role is first created, then users and permissions can be assigned to it, which will allow the users to be granted the permissions.
To create a role, log into Assertiv with an administrative user.
Select the Roles icon on the dashboard.
This will present a list of roles in your Organization. Click on the "Create Role" button in the top right.
You will be asked for a role name and description, fill these out accurately to ensure the role purpose is clear to others.
Click on Save.
Open the newly created role (you may need to refresh the page before it displays in the list).
Several tabs will appear, click on the Members tab.
Select the users you wish to add to this role. When you have completed this, select the 'Add Role to Users' button.
The newly assigned member of the role should now display as a user which has been assigned the role.
Click on the Permissions tab.
Use the same approach to assign permissions to your role. Select the permission you would like to assign to the role, then click the "Add Permissions Role" button.
You may be prompted to confirm your action before continuing.
After confirmation, the permission should now be assigned to the role.