Roles

When inviting another company to share data, you may need to identify certain entities and their Roles within the Company. To do so, you can create these Roles and assign them Business Lines to request the relevant information.

 

Create a Role

To create a Role, follow these steps:

  1. Select the Company and enter in Settings.
  2. Go to the Roles section.
  3. Click on +New Role.
  4. Fill in the fields and click Save.

Roles.png

Edit a Role

You can edit a Role by clicking the pencil icon on the right side and click on Save:

Edit Roles.png

Delete a Role

Use the bin icon to delete a Role:

Delete a Role.png