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Avalara Help Center

Create a role

As a manager or administrator, you can create a new role to better align a user with permissions associated with your business needs. 


  1. On the right side of the navigation bar, select the drop-down arrow, and then select Setup
  2. Go to Security > Roles and select New Role
  3. Enter the role name and assign the required permissions for each section. 
  4. Click Save

After creating the role, you can assign it to an appropriate user. For more information on assigning a role to a user, see Create a user. 

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