Create a Role
-
Select Admin > Security > Roles.
-
Select New.
-
Enter a description for the role in the field provided.
-
To deactivate the role, select the Deactivated checkbox.
You can't assign deactivated roles to users, but you can report on deactivated roles.
-
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
-
Specify permissions for the role:
-
Select the Permissions tab.
-
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.
-
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.
-
-
To exclude a permission from the role:
-
In the Selected area, select the permission you want to exclude.
-
Double-click the permission or click the Deselect
icon.
-
-
Specify the designations that are associated with the role:
-
Select the Designations tab at the bottom of the Role Maintenance screen.
-
In the Available area, select the designation you want to assign to the role > Double-click the designation or click the Deselect
icon.
-
Specify the teams associated with the role:
-
Select the Teams tab at the bottom of the Roles screen.
-
In the Available area, select the team you want to assign to the role.
Double-click the team or click the Select
icon.
-
To exclude a team from the role:
-
In the Selected area, select the team you want to exclude.
-
Double-click the team or select the .
-
Specify the users associated with the role:
-
Select the Users tab at the bottom of the Roles screen.
-
In the Available area, select the user you want to assign to the role.
-
Double-click the user or click the Select
icon.
-
To exclude a user from the role:
-
In the Selected area, select the user you want to exclude.
-
Double-click the user.
-
Select Save.