- Log in to your ShareCARD account and go to ‘My Account’ in the main menu.
- Click on ‘Access Roles’ to manage your organization’s data access policies for your teams and collaborators.
- Create a new policy by clicking the plus sign, filling in the policy name and adding a description, then clicking ‘Add Policy’.
- Head over to ‘Actions’ to define the services the role can access and perform. Click the plus sign to add services.
- Specify the specific services the role is allowed to access, adding as many as needed for the role to effectively perform its duties.
Once you have completed these steps, you will have successfully set up roles and access policies for your organization on ShareCARD. If you have any questions or need further assistance, feel free to reach out. Happy organizing!
