Creating a New Role or Group

New Role

To create a new Role:

1. Click the SETTINGS icon from the left Sense navigation panel.
2. Click ROLES at the top of your page.
3. Click + New Role at the top right of your page.
4. Enter a Role Name.
5. Set Workflows to: No access, view, edit and view
6. Set Analytics to: No access, view
7. Set Audience Members to: No access, view, edit and view
8. Set Messages to: No access, use
9. Set Settings to: No access, edit and view
10. Set Roles and Groups to: No access, edit and view
11. Click Save.

Created role can now be selected when assigning privileges.

New Group

To create a new Group:

1. Click the SETTINGS icon from the left Sense navigation panel.
2. Click GROUPS at the top of your page.
3. Click + New Group at the top right of your page.
4. Enter a Group Name.
5. Select the Parent Group.
6. Click Next.
7. Select the Group Filters to isolate the individuals. Click Save.

Created group can now be selected when assigning privileges.