If a Client decides that they would like to set up Roles within iinsight, please follow the below procedure:

Click on the Charges menu as highlighted in the below screenshot:

Then select the Roles button on the right-hand side of the screen as highlighted below:

Select Roles Setup as marked by the arrow below:

Select Activities/Items as shown by the above image and Enable/Disable the Activities/Items you wish to Exclude/Include if applicable for the selected Role name.

Note: Ensure there are roles to be assigned here by adding roles in the Admin menu > Manage Roles.