Creating a New Role

Create and configure new user roles with the Role Maintenance form.

To create a new user role:

1.

Enter a unique Role ID that briefly indicates its purpose (for example, PAYPROC).

2.

Enter a role Description that clearly describes its purpose (for example, Payroll Processor).

3.

Select a User Type:

•

Service Provider: PEO employee or other user at an organization.

•

Worksite Manager: Manager for a client, or trusted worksite advisors.

4.

Click Save to create the new user role.

Note:  By default, no forms are assigned to the role.