To create a new role
Click Options then click Accounts
Click Roles and then click + New
Add the Role Name and a Description
Click Save
Add any Role Restrictions you want the role to have
Under Role Restrictions click the ✚ button
Tick the role restrictions you wish this role to have
Click Select
Add any Role Permissions you want the role to have
Under Role Permissions click the ✚ button
Tick the role permissions you wish this role to have
Click Select
Assign the role to the users affected
Click Options then click Accounts
Click Users
Find the user and click Groups & Roles
Click the ✚ on the Roles row and select the new role
Click the 3 dots on any old roles and click Delete
📌 Note: The user might need to sign out and back into Access Recruitment CRM in order for these changes to take effect.