Creating a New Role

To create a new role, click the Create Role button:

Complete the form and click the Create Role button:.

  • Check 'Can be assigned by all' if the role can be assigned by any user with the sufficient permissions
  • Check 'Allow form management' if you wish the assigned user to access all forms regardless of Form assignment

Note: when typing the label, the name will automatically be filled in and formatted correctly by the system:

You will now see a success message and be viewing the newly created role