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A named set of user access rights to account management functions. Create user roles to be able to quickly assign a set of access rights to a new user that you add to your account.

Give your user roles meaningful names that are easy to remember. For example, you could create a user role called “Report” that contains access rights to only the Portal Reporting pages. Then if you add a new user to your account whose sole responsibility is generating statements and reports, you can assign the Report user role to that user to quickly give him the access rights he will need.

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