Roles
The Roles menu enables you to view, edit, and define User Types and the permissions they have in your
To view all the available roles in your
Add a New Role
To add a new role, click Add a New Role from the View Roles list page. This opens the New Role form. Complete the Name and Description.
Read each permission carefully to provide granular permission to your new role.
When you finish adding permissions to your new role, click Save.
Some permissions enable you to add the permission only to a specific Department. By selecting the department on the permission, you grant access only to the department you select. Read the Departments section of this guide to learn more.
Clone a Role
To prevent you from creating a new role from scratch, you can clone an existing role and then edit the role to provide or remove permissions. To clone a role, open the View a Role page for the role you want to clone and click Clone.
The new role opens. Click Edit to modify the role's name, description, and permissions. Read each permission carefully to provide granular permissions to the role.
Edit a Role
To edit a role, open the View a Role page for the role you want to edit. Modify the description and permissions. Remember to read each permission carefully to provide granular permissions to the role you are editing.
Delete a Role
To delete a role, open the View a Role page, click Edit, and select Delete.
