Create new role

Roles are used for grouping users, especially for sharing reports and for granting data access and permissions. Use roles such as “Management”, “Sales” and “Marketing” to quickly share your reports with the users assigned to these roles.

To create a new role, add members to the role, and manage permissions and data access;

  1. Click Settings > Administration.
  2. On the Roles tab  (at the  Tenant level), enter a role name in the Add role field and click Plus button.

The new role appears in the Name section.