Roles are the set of permissions given to profiles that have access to certain clients. Meaning, a role is an access list pertaining to a particular client profile.

If you go to Options > Roles, you will be able to create a new role, and edit  editar or delete  eliminar an existing one.

  1. To create a new role, open Options > Roles.
  2. Here you have the list of existing roles. Click on the New button.
  3. Enter the description of the role that you are creating.
  4. Select the permissions that you want this role to have from the permissions list.
  5. Click on the Save button.

Note: The roles that are coloured in red  can be used by any internal profiles, meaning, the ones created in Manage Profiles (see Create a New Profile). The external account profiles are those that belong to another account, unrelated to yours. When creating a role, it is important to have in mind what type of profiles (internal and/or external) you are planning to associate to it.

The roles in black can be used by any profile.