Creating and Assigning Security Roles

As a team grows and changes, you may find that the permissions originally granted to those team members are no longer working. In this case, an administrator can add a new security role to the account and assign it to the Empower Associates who need it. In this documentation, we will cover:

  • Creating a New Security Role

  • Editing an Empower Associate's Security Role


Creating a New Security Role

First, you will want to create the new security role, which can be done from your login screen as an administrator by clicking Settings > Administrators.

From the Administrators page, click Security Roles. From here, you will see all of the current active security roles. Clicking the blue plus sign next to the security role title will allow you to see the details of which permissions are allowed with each role.

From this page, you can choose to either clone an existing security role or add a new security role from scratch.

If you choose Add New Security Role, you will need to fill in a title and select each box for permission that you want to allow for this new security role. When you are finished making your selections, click Save.

Cloning a security role is helpful when you simply want to create a new security role that has a few differences from an existing security role. If you choose to clone a security role, you can change the title and make any additions or deselect permissions for the new role. When you have finished making adjustments, click Save.


Editing an Empower Associate’s Security Role

First, log into the account of the Empower Associate whose security role you need to change. From the correct child account, click Settings > Empower Associates. On the Empower Associates page, locate the Empower Associate whose security role you need to change, and click View to open their profile.

From the Empower Associates’s profile, click Edit to change the security role.

From this dropdown menu, you can choose the new security role and click Save.