Creating Roles
About this task
To create a new role - an entity that holds permissions to be assigned to users and/or groups:
Procedure
- Select Users and Permissions from the main menu.
- In the left pane, select the Roles tab.
- Click the + icon at the top of the left pane to open the New Role dialog box.
- 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.
- Click Save.
Results
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.