Roles are the sets of permissions users have within an organization. When you create a role, you create a new set of permissions that you can assign to your users.
Procedure
- Go to the Users view and select the Permissions tab.
- Select New Role to display the application-wide Add Roles window.
Tip: Alternatively, go to Edit Roles > Add New.
Note: The New Role button is only accessible to users with the Manage Roles permission.
- In the Add Role dialog, give the role a name and select the checkboxes corresponding to the permissions you want the role to have.
Some permissions need other permissions to be useful. For example, to be useful, the
Edit permission needs the corresponding
View permission. For more information, see
Dependencies between permissions.
- Select Finish.