Please note: Only the practice administrator can add a role.

Roles are used to manage account permissions. This allows you to either restrict or grant access to specific actions within Crossuite accounts.

Go to [My account] > [Role management].

Add Roles

Press [Add Role]. Enter the name and description. If applicable, select a role under Copy permissions from.

Click [Save] to add this role.

Modify Roles

Click [Edit role] to adjust the role

Tick the appropriate permissions or copy them from another role using the button on the right.

Click the [X] button in the top right to close this. Your changes are automatically saved.

Assign Roles

Go to
My account
>
[Users]. For the colleague, click
[Edit colleague].

Click on the role here to change it. Confirm the change with [Save changes].