1. Log into your Streamline as a system administrator.
2. On the main toolbar, click the 
Configuration icon.
The Configuration window opens.
3. On the Configuration window toolbar, click the 
Users icon. If the Users icon is not visible, you are not an administrator and cannot configure user roles.
The Users panel opens.
4. Click the Manage Roles tab.
The Manage Roles tab opens.
5. In the Manage Roles section, click Add Role.
Streamline automatically saves property values set for a new user role.
6. In the Role Properties section, select the Active check box to make the role operational.
Clear this check box to deactivate a user role. Inactive roles cannot convey permissions to user accounts.
7. In the Name box, enter a name for the user role.
8. Select the Administrative check box to grant the user role all user permissions and enable the user role to configure all administrative settings.
Clear this check box to only include selected permissions with the user role.
9. Click Edit Permissions.
The Role Permissions list opens.
10. In the Role Permissions list, select the permissions to assign to the user role.
Keep in mind the following point as you assign permission to a user role:
• Permission assignment changes save automatically.
• Background shading delineates category headings from role permissions. To select or de-select all permissions in a category, select or clear the check box in the category heading.
• Permissions displayed in Bold Text are assignable to all accounts or to selected accounts:
› If you want to assign the permission for all accounts, select the bolded permission. This setting also applies to any accounts created in the future.
› If you want to assign the permission for selected accounts, clear the bolded permission and then select individual accounts from the list below the bolded permission name.
› If you do not want to assign the permission for any accounts, clear all accounts in the list.
• To select all permissions in the entire list, click Select All.
Use this option to assign all permissions to the role, or to assign most of the permissions by selecting all of them and then clearing the ones you do not want to assign.
• To clear all permissions, click Deselect All.
Use this option to assign only a few permissions to the role, by clearing all of them and then selecting only the ones you want to assign.
After finishing the configuration of a user role, you can assign it to a user.
For More Information on...
• user roles, refer to the sections Modifying a User Role, and Deleting a User Role.
• user accounts, refer to the sections Creating a New User Account, Modifying a User Account, and Deleting a User Account.
• typical user permissions, refer to the section Typical User Role Permissions.