When creating a custom role, you first select a system role to act as a template. You can then adjust the template settings to determine the functions that users with the new custom role will be allowed to perform. Using template roles as the basis for new custom roles can save time and standardize the various role types used by your organization.
Note: Only the Card Holder, Manager, and Program Administrator system roles can be used to create custom roles.
To create a custom user role:
Select Administration > Role Setup.
Click the Create Role link for the role to be used as a template.
On the Role Setup screen, enter the role name in the Role ID field. The Role ID is required and must be unique.
Enter a description of the role in the Role Description field.
In the Functions / Options list, select the check box for each function you want to enable for the custom role, and clear the check box for each function you want to disable.
Click Save.