Use this task to create a new User Role beyond the original User Roles supplied by Property Manager. After you have created the new User Role, you can customize the Access Levels for each Property Manager Object on the System Administration > Define Access Tab. From there, you can navigate to the System Administration > Define Role Members Tab to assign Users to the new User Role Users can also be assigned to User Roles from the System Administration > Employees Tab.
To Create a New User Role, follow these steps:
1. Go to System Administration > Define Access Tab.
2. Go to Tasks > Create New Role.
3. In the Role Description field, enter the Name of the new User Role.
4. You can also select an existing User Role to copy. If you want to define all Access Levels for the new user role you are creating, you can leave this selection blank.
Note
Copying an existing User Role is useful when you are creating a User Role that resembles an existing User Role. If you only have to change Access Levels on some Property Manager Objects, this feature will allow you to set Access Levels for all Property Manager Objects based on an existing User Role. For example, you can copy the Rental Agent User Role if you are creating an Assistant Rental Agent, and then you can modify some of the Access Levels instead of having to define all Access Levels.
5. Click Finished.