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How to Add Users and Assign Roles and Permissions

Steps to Adding Users and Assigning Roles and Permissions to Users

  1. Navigate to Settings
  2. Navigate to Roles and Permissions
  3. Enter Role Name (e.g., Underwriter)
  4. Select Add Role
  5. Select Permissions for that Role
  6. Navigate to Users on the Menu Bar
  7. Select New User
  8. Enter User Details
  9. Save

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