Roles allow you to secure pages based on the group the user belongs to 

Before working with users, it's best to first create roles. Each role allows you to secure part of a page or the entire page to specific roles. For example, as the owner of the business, you can ensure that users assigned the "Technician" role don't see the confidential information, can't add records in specific forms, etc.

To get started with roles, click on the Data Builder button in the left navigation and select Users -> Roles.
Click "Add New User Role" and give the new role a name, for example, Customer, Manager, Support Rep, etc...



Next, let's add your users. Click here to view how to add users.