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.