Roles

Productivity Tip

E-Broker currently ships with two Roles - Consultant and Administrator and each can have their own Role Permissions. It is possible to create further Roles - perhaps a cut down Role for a receptionist and a similar cut down Role for a Telemarketer.

Create New Role

1.	Add the new Role Display Name and Description following the convention of the existing entries.

2.	Press Enter when you are finished in order to add the line.

3.	You can now add the Telemarketer Role permissions in the next screen - see Role Permissions.

4.	Double click on the end of the line to bring up the Role Permissions for that Role.