How to Create a Role for Corp Users

Here's how to set up roles within the 'Portal Setup' module for your corp users.

With the introduction of our new 'Portal Setup' module, we are launching 'User Roles' which will greatly aid your efforts in maximizing the client portals.

To create a role, you'll first visit the 'Portal Setup' module and find the corporation you want to create the role for:

Once you land in the corporation's page, you'll automatically be the in 'Role Management' section. Here, you'll see the existing roles (every corporation will have at least 'Admin' and 'Standard') and you'll be able to click on the 'Add New Corporation Role':

For each new role, you can:

• Name the role
• Select whether or not this role has headquarter access (more features will be coming for HQ-enabled customers in the coming months).
• Specify the access level for this role. They can either have full access (meaning all employee's/foreign nationals) or specific access (meaning only those employee's/foreign nationals they are linked to).

Now that you've created a new role, you can configure the settings for what all users linked to that role will have within the Corporation Portal:

You'll notice that for each setting there is a preview option (the little 'i' next to the setting name). Here you can see where in the Corporation Portal this setting is and how it will look to your corp user.

Once the role has been configured you can start linking users to it.