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Create a new role and assign it

This article explains how to create a new role in Access Recruitment CRM and to then assign users to it.

Terence Cassidy avatar
Written by Terence Cassidy
Updated over a week ago

To create a new role

  1. Click Options then click Accounts.

  2. Click Roles and then click + New.

  3. Add the Role Name and a Description.

  4. Click Save.

Add any Role Restrictions you want the role to have

  1. Under Role Restrictions click the ✚ button.

  2. Place a tick in the role restrictions checkboxes you wish this role to have.

  3. Click the Select btton button.

Add any Role Permissions you want the role to have

  1. Under Role Permissions click the ✚ button.

  2. Place a tick in the role permissions checkboxes you wish this role to have.

  3. Click the Select btton button.

Assign the role to the users affected

  1. Click Options then click Accounts.

  2. Click Users.

  3. Find the user and click Groups & Roles.

  4. Click the ✚ on the Roles row and select the new role.

  5. 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.

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