Create a Corporate Connect Role in Appetize

Description: The Corporate Connect Role grants and defines access on the Connect website for specific accounts. Each role has a set of permissions configured and applied to each Corporate Connect user (e.g. IT, Accounting,  Reporting, etc.). These permissions allow enabling and disabling specific user functions within Connect like accessing or editing Reports, Items, Accounts, etc. 

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Steps to Create a Corporate Connect Role

1. Log in to Connect and select Corporate Admin.
2. Select Corporate Connect Roles from the left side menu.
3. Select Add Connect Role in the upper right corner.
   
4. Once the pop-up window appears, fill out the role information and enable the desired permissions.
5. Select Save Changes at the bottom of the page.

For more information on each setting, please reference Connect Roles.

Note: Now that the Connect Role(s) has been created, it can be assigned to an existing or new Corporate Connect Account.