If you find that the built-in roles described in What User Roles Are Available? aren't sufficient for your organization's needs, you can create a custom role as follows:


  1. Click  in the left sidebar menu.
     
  2. Click Roles on the flyout menu that appears.
     
    The Roles screen will appear.
      
  3. Click Add New at the top right.
     
    The Add Role dialog box will appear.
       
  4. Type a name and description for the new role.
     
    CTC Admin will automatically be selected for the application.
     
  5. Select Inheritable so that the role can be seen by subaccounts of the account it is assigned to (so the subaccounts, or child accounts, inherit the role from the parent account).
     
    In the Features section, you will find a list of all the screens and available functionality for CTC Admin.
     
  6. Select the check box for the level of access privileges for each feature/screen the new role will need, given these options:
     
    • All: Adds Create, Read, Update, and Delete rights. (Clicking All will select all the other check boxes.)
       
    • Create: Gives users with the role the ability to add new entities for the screen.
       
    • Read: Allows users with the role to only view the page.
       
    • Update: Grants the right to edit previously created entities.
       
    • Delete: Enables the ability to remove entities.
       
  7. Click Done.
     
    The new role will appear in the Roles grid.