How do I create a role?

Roles determine which permissions are available to a user or group on the system.

  1. From the Management menu of the Navigation Bar, select Role Management.
    The Role Management page displays.
  2. Select + Create Role.
    A Create Role dialog box appears.
  3. Enter a name for the role.
  4. (Optional) In the header field of the Available Permissions box, begin entering text to filter the list of permissions.
  5. In the Available Permissions box, choose permissions to assign to the role.
  6. Select the > (right arrow icon) to move selected permissions to the Assigned Permissions box.
  7. (Optional) Choose permissions from the Assigned Permissions box and select the < (left arrow icon) to return the selected permissions to the Available Permissions box.
  8. When the Assigned Permissions box lists all required permissions, select Create.
    A Role Created message appears at the bottom of the page.


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Last Published Monday, October 24, 2022