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  • How to Configure Roles

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The next step is to configure these roles from the Client Portal Settings. Therefore, go to System Setting→ Client Portal→ Configure Roles

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To add a new Role:



Make sure that you indicate the manager of each user or the job title based on the defined rules from the "Manage Users" page in the client portal. 

Now, the "Manage Roles" options allow you to include Core or Client Portal users, providing greater flexibility in user role management.

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