Copying an existing access level to create new one

To create a new access level based on an existing access level, follow these steps:

1. Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
2. From the Company Settings menu, select Access Levels. This will open the Access Levels screen.
3. Click the level you want to copy permissions from/duplicate.
4. An access level "[Name of Access Level being copied] - Copy" will be added to the list with its details on the right half of the screen.
5. Type a name for the level being created.
6. Give a description to the level, if required.
7. Specify a default billing hourly rate for the level.
8. Choose an Activity Center default view from the drop-down list.
9. Edit permissions as you see fit.
10. If you want to apply the permissions to members in existing projects, select 'Apply default permissions to project members in all existing projects'. 
11. Select the default access level for portfolios.
12. As you are done with it, click "Save" to save the role; or "Cancel" to cancel any changes you may have done after clicking "Save" last.

Adding a new access level

To create a new access level from scratch, follow these steps:

1. Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
2. From the Company Settings menu, select Access Levels. This will open the Access Levels screen.
3. Click the +Add access level above the list of available levels.
4. "New access level" will be added to the list with its details on the right half of the screen.
5. Type a name for the new level,
6. Give a description to the level, if required.
7. Specify a default billing hourly rate for the level.
8. Choose an Activity Center default view from the drop-down list.
9. Edit permissions as you see fit.
10. If you want to apply the permissions to members in existing projects, select 'Apply default permissions to project members in all existing projects'.
11. Select the default role for portfolios.
12. As you are done with it, click "Save" to save the role; or "Cancel" to cancel any changes you may have done after clicking "Save" last.