Create a role

Create a role to control access to features and capabilities in applications and modules.

About this task

Once access has been granted to a role, all of the groups or users assigned to the role are granted the access. Roles can contain other roles, and any access granted to a role is granted to any role that contains it.

For a complete list of the roles included with the base instance, see Base System Roles.

Procedure

  1. Navigate to User Administration > Roles.
  2. Click New.
  3. Fill in the fields on the form and then click Submit.
    Field Description
    Name Enter a name for the role.
    Application Select the application that contains this record.
    Elevated privilege Select this option to mark this role as required to elevate to high security. Roles that require users to elevate to high security grant modification access to the High Security Settings and allow the user to modify the Access Control List, directly import XML files, and access the Scripts - Background module.
    Description Select the roles to delegate to the group member.
    The new role appears on the Roles list. The new role does not have access to any application or module until you add other roles to it or add the new role to the appropriate applications and modules.