To manage Roles, you must have administrative rights.
Click on the drop-down arrow next to "Settings" in the upper right corner of your screen next to your name. Select "Manage Roles."
Click on "Create Role" to create a new Role, type the name of the Role, and click "Create." It may be helpful to include identifiers when naming your Roles to expedite managing User Permissions. For example, a Role named "Regulatory Binder Admin - non-PII" would quickly tell the Team Administrator that the Role may be given full access to anything in the regulatory binder that doesn't include PII.
To assign Permissions to the newly-created Role, click on the box next to the Role to select it and then click on either "Manage Team Permissions" or "Manage Binder Permission." Team Permissions will affect everything within your specific team whereas Binder Permissions will only affect objects within a specific binder. For more detailed information about Permissions, see What are permissions, and how do they relate to roles?
Assign the Role to the appropriate team members by clicking on the box next to the name of the Role and then selecting "Assign Role" at the top of the screen. The pop-up screen will show which potential team members may be assigned this Role. Select one or more Users by clicking the "Assign" button next to each of their names. Click "Save" when you are finished.
You may also rename, delete, or duplicate a Role if needed using the same process listed above.