Creating Roles

About this task

To create a new role - an entity that holds permissions to be assigned to users and/or groups:

Procedure

  1. Select Users and Permissions from the main menu.
  2. In the left pane, select the Roles tab.
  3. Click the + icon at the top of the left pane to open the New Role dialog box.
  4. In the Role Name field, type a name for the new role. Make the name reflect the business need this role will serve, such as Help Desk Technician, Sales Analytics Team, and so on.
  5. Click Save.

Results

The role you have created appears on the list of roles in the left pane as a parent node of a two-level hierarchy.

Example

What to do next

Using the child nodes in the new role's hierarchy, you can assign to this role users and groups, define permissions the role grants, and so on. For a complete list of role actions, see Built-in User Management.