Administration Guide

Creating Security Roles

To create a security role, complete the following steps:

  1. From the Sidebar, navigate to Accounts and Roles > Roles.

  2. Click New. The New Security Role dialog box appears.

  3. On the General tab, type a name for the role.

  4. Optional: Type a description of the role in the Description field, so you can easily distinguish it from other roles.

  5. If you want this role to be used as the default role for all newly created Technician accounts, select the This role will be assigned by default to all newly created Technician accounts check box.

  6. Click the Permissions tab and specify access permissions granted by this role:

    1. Click the plus icon (+) to expand an object class node.

    2. Using available check boxes, select access permissions that should be granted by this role.

      INFO: For details, see Controlling Access to Administrative Functions and Controlling Access to Objects.

  7. Click OK. The new role appears in the list.