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A role is in its basic form a set of permissions assigned to a type of user. An Admin role would have all permissions enabled for example where as a 'Customer' role might only have permissions to add / update tickets and make payments on their account. Roles also define details for sets of accounts such as password security, custom profile questions etc. that you may want to setup / add at the role level.
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Note: For suggested settings see the article 'Security Best Practices for EngageIP Billing'
Click the Setup tab
Under the Accounts and Roles heading click Roles
Click the Add button
Enter a descriptive Name for the role that defines the position
Fill in the detail as needed based on the definitions provided above
Click Save
The last step is to setup permissions which is covered below
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Download the role file attached in the Sample Roles section below
Edit the XML files
copy one set of permissions at a time
do a search replace for the dynamic 'Logisense Corporation' owner and replace it with the Owner name you wish to import the roles under
update the Role names if needed in the XML file (these can be updated after importing as well)
save this as a new .xml file with the appropriate role name
import using the migrator tool residing on the webserver as documented here: Data Migration Utility
Sample Roles
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