In any organisation there are different responsibilities and roles carried out by individuals or group. Also, as a security measure , system should not expose all the features to all users. An application admin can create a role and assign different application responsibilities/features to that role. This way , the user can access specific features and get permissions as per roles.

Follow below steps to create a Role

Let’s create a role

  • Click on “Administration” tab in left navigation
  • Click on “Roles” option

  • Click on “Create New Role” button on Manage Roles page to add custom role
  • Enter Role Name on Create New Role pop up
  • If “Default” option is selected then, role will be assign to to the new user by default

  • Click on the Permissions tab and select the permissions needed to assign to the Role.

  • Click on Save button

That’s it. Role is created !!

Last modified: May 28, 2019

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