Create a Role

  1. Select Admin > Security > Roles.

  2. Select New.

  3. Enter a description for the role in the field provided.

  4. To deactivate the role, select the Deactivated checkbox.

    You can't assign deactivated roles to users, but you can report on deactivated roles.

  5. Select the role you want to base this role on in the Super Role drop-down.

    If you select a super role, the (subordinate) role you're defining can have only a subset of the permissions of the super role.

    You can create and save a role that has no permissions and add permissions to it

  6. Specify permissions for the role:

    1. Select the Permissions tab.

    2. In the Available area, select the permission you want to assign to the role.

      Select the Expand icon beside a header to show the permissions associated with that group.

      If you selected a role in the Super Role drop-down, the permissions the super role doesn't have are inactive and can't be selected.

    3. Use any of these methods to select permissions for the role:

      • Double-click a group header to expand the group > Use the Select icon to select permissions for that group, including child groups.

      • Double-click a permission.

      • Select a permission using the Select icon.

    4. To exclude a permission from the role:

      1. In the Selected area, select the permission you want to exclude.

      2. Double-click the permission or click the Deselect icon.

  7. Specify the designations that are associated with the role:

    1. Select the Designations tab at the bottom of the Role Maintenance screen.

    2. In the Available area, select the designation you want to assign to the role > Double-click the designation or click the Deselect icon.

  8. Specify the teams associated with the role:

    1. Select the Teams tab at the bottom of the Roles screen.

    2. In the Available area, select the team you want to assign to the role.

      Double-click the team or click the Select icon.

    3. To exclude a team from the role:

      1. In the Selected area, select the team you want to exclude.

      2. Double-click the team or select the .

  9. Specify the users associated with the role:

    1. Select the Users tab at the bottom of the Roles screen.

    2. In the Available area, select the user you want to assign to the role.

    3. Double-click the user or click the Select icon.

    4. To exclude a user from the role:

      1. In the Selected area, select the user you want to exclude.

      2. Double-click the user.

  10. Select Save.