To Setup Role data access, follow the below steps:
Step 1:
After logging into the platform, click the dropdown menu located on the far right of the top tab and choose Administration from the options. |
Step 2:
This will open the Administration screen. In the System section, click on Roles.
Step 3:
Click the Setup Role Access icon next to the user.
Step 4:
This action will open the Role Access screen. To specify the data access permissions for the role, check the boxes corresponding to each permission.
To include a site in the role's permissions, click the +Add button at the bottom of the current list of sites and select the desired sites from the dropdown menu.
Step 5:
To delete permissions given to a role , you can click the Delete icon as shown below.