Create Role

Before creating a new role, be sure to confirm that the Viewer or Participant roles cannot meet the role requirements.

To create a new role for a portal:

1. In the portal administration, click Security in the left navigation pane, then click the Roles subtab.
2. To define a new role for this portal, click the Create Role drop-down and select Custom Role to open the Create Role dialog.
3. Enter a suitable Role Name.
   Names can contain alphanumeric characters, blank spaces, hyphens, and underscores. Make sure that role names are self-descriptive to make it as obvious as possible which member should belong to which roles.

   Note:

   You cannot use the name moderator or Moderator for a custom role. Even though the default role of Moderator was renamed in an earlier release to Portal Manager, the name moderator or Moderator is still reserved for internal use.

4. Enter a Description for the role.
5. Optionally, select a Role Template.

   The new role inherits permissions from the role template. You can modify these permissions in the next step. If you do not select a role template, the new role is created with no permissions.

   • Choose Portal Manager to create a role that inherits full administrative privileges for the portal.

   • Choose Public-User or Authenticated-User to create a role that inherits permissions inherent in these two roles. The authenticated user role inherits all permissions of the public user role in a portal.

     If you have created other roles, for example, Viewer, Participant, or Delegated Manager, or another custom role, you will see those role templates as well.

   Note:

   • The Portal Manager role permission Manage Security and Configuration cannot be modified. Use caution in assigning this role to members because it contains full administrative privileges in the portal.

   • The permissions inherent in the two seeded role templates allow users to view portal content. You can subsequently edit permissions for the user roles.

6. Click OK.

   The new role appears as a row in the table on the Roles page.

7. To modify permissions for the role, click Edit Permissions, and then select or deselect each permission check box.