How to Add/Edit Security Roles

Created by Cyndi DeBolt, Modified on Thu, Jul 17 at 2:25 PM by Corey Nolan

How to Assign or Update User Roles

How to Add/Edit Security Roles

To Add or Edit Security Roles, follow these steps below

*Click on Setup > Security Roles

1. If Adding a New Role

a. Click the icon to Add a New Security Role

b. Enter a Role Name > Role Description

c. Assign Functions and Permissions for the new Security Role
d. Click the icon

2. If Updating the Security Role

a. Select the Role you wish to edit

b. Use checkboxes to Assign or Unassign Functions and Permissions
c. Click the icon

For assistance with assigning and understanding the Permissions/Functions listed, please see training document Security Roles Explained.xlsx

Web Service Access - Only allows data posting. Does not allow login to Inline
Sales Manager - Manages sales team
FTP Admin Access - Allows management of FTP folders and allows login to Inline
FTP Users - Only allows posting files on FTP folders via a third-party FTP software like FileZilla
Sales Rep - Quotes and sells policies
Customer Service - Manages policies
Sales Rep Sr. - Like sales rep with more viewing permission