In Roles you can add, manage, and delete available roles in the system. Users can be added to the Roles and Permissions to Assets can be granted for each Role. Common roles may include; treasurer, assistant treasurer, finance committee chair, board chair, etc. The grid view will display each roles Name, Description, Expiration Date, and Active status.

You can print or download a list of roles using the printer or excel icons on the right above the grid view.

You can search for roles using their Name or Description, and the Active status drop down.

There are action buttons on the right for each role to delete or manage the roles; however, you must remove the users assigned to the role and the permissions assigned prior to deleting the role. 

When adding a new role or editing an existing role a screen will display allowing you to populate the Name, Description, and Expiration Date as well as if the role is active.