Roles define the areas and features a PracSuite user has access to when logged in.

1. Go to Settings > Users & Security > Roles

2. Click Add to create a new Role

3. Give the Role a name

4. Toggle on / off the features that this role will require access to

5. Some areas allow you to choose between No Access, Read Only access, and Full Editing/Deleting Access as well. These can be changed by dragging the slider to the preferred setting.

6. Click save to finalise your changes

7. You can now assign this Role to new and existing users on their user accounts in the Settings > Users & Security menu.

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