After you've created a Coordinator Option Set, the ability to create Coordinator Roles will appear.
- Select the Companies node in the CM navigation tree.
- Open a company either by searching or expanding a company name in the navigation tree.
- Click the “Option Sets” option within the Companies section of the navigation tree.
- Click the “Coordinator” node.
- Open a Coordinator Option Set.
- Click the “Add new Coordinator Role” link.
- Fill in the fields provided and click the “Save/Update” link.