Add Organization Limited Administrator Role

Note: Creating an Organization Limited Admin role at the enterprise level will make it available for use in any branch/department/location/account in your enterprise. 

1. Go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators 

2. Click the [+] button in the “Limited Administrator Role” header (or click the [+ New Organization Limited Admin Role] button). 

3. Enter a Role name (required, maximum 200 characters) 

4. Optional: Enter a Description (visible only to full administrators) 

5. Select the Module(s) to which the role will have access 

6. Select the Capabilities to which the role will have access. Click on the [?] for more information on each of the options available. 

7. Click the [Save] button