Custom roles

In the Aclarian Portal you can create Custom Roles that act as reusable permission templates. Once a Custom Role is set up with all the forms, reports, and access levels your team needs, you (or anyone with User Management rights) can assign that single role to a new user and they’ll instantly receive everything that’s been configured in it
 
Here’s the quick path to get it done:
 

1. Log in → User Management → Custom Roles
2. Click + New Custom Role
3. Give it a clear name (e.g., “Finance Accountant I – Standard Access”)
4. Assign users and click submit
5. Check all the forms, reports that this group needs
6. Save
    

You can create as many different Custom Roles as you need, and if you ever need to adjust permissions later, just edit the Custom Role once and everyone assigned to it gets the update automatically.