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Create a role

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Create a role

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

Before you begin

Role required: admin

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.


  1. Navigate to User Administration > Roles and create a new record.
  2. Complete the form.
    Field Description
    Name Enter a name for the role.
    Application Select the application that contains this record.
    Elevated privilege A role that requires elevated privilege prevents the system from assigning it to a user at login. Instead, a user must manually elevate privileges to receive the elevated role. Select this option to mark this role as required to elevate to high security. See Elevated privilege roles for more information.
    Description Select the roles to delegate to the group member.