The first step in setting up your application is to create Roles for different user groups. Roles manage levels of access to information. Default roles are: Administrator, Investigator, Adjuster, and Manager.

Click "Add Roles", assign a name to the role and a description then select the combination of permissions to define that role.

For example, you may select the permissions "Login", "Create Case", and "Employee Management". A user assigned to this role will be able to log in, create a case, and manage employees, but other system rights will be limited. They won’t be able to assign a case, update a case, view reports, and so on.