Online Help

Creating security roles

To create a security role:

  1. In the Settings App, go to Accounts and Roles > Roles.

  2. Click New. The Security Role [Role Name] window appears.

  3. On the General tab, enter a name for the role (required) and any description, if desired. If you plan to assign this role to new accounts by default, select the This role will be assigned by default to all newly created accounts check box.

TIP: You can mark multiple roles as default. When you create an account, the default roles will be automatically assigned to it.

  1. Click the Permissions tab and select the check boxes next to the permission you want to grant to the role.

  2. Optional: To add members to this role on the fly, click the Members tab, click Add, select the accounts in the Select Accounts window, and click OK.

NOTE: If these accounts are currently in use, your changes will be applied the next time the users log in.

  1. Click OK.