Add a new permission role

  1. Select Account Administration > Permission Roles.

  2. Click the New Role button.

  3. Type the Role Name (e.g., biller, office manager, front desk).

  1. Use the Category drop-down menu to navigate between the sections of the application.

  2. Place a check in the Show Permission Descriptions box to see descriptions of each permission.

  3. Use the Permission Level drop-down menu to set the permission level for each permission.

  4. Click Save.