Adding or modifying roles

With the Administration application, you can add or modify a role.

To add or modify a role:

  1. Within Security, on the Administration home page, click Roles.
  2. To add a new role, click Create.
  3. Specify the role name and the description.
  4. Click the Permissions tab.
  5. In the Available Permissions box, select the permission to add to the role from the list, and then click Add to role.
  6. To remove a permission, in the right-hand box, select the permission from the list, and then click Remove from role.
  7. To view or change the folders to which a role is assigned, on the Assigned to tab, use the drop-down menus in Data folders, Access type, User, and Hierarchy.
  8. Click .
    Result: The new role now appears in the Roles list.
  9. To modify a role, on the Roles page, select the role from the list, and then click Modify.
    Note: This reopens the Roles Editor window.
  10. To delete a role, on the Roles page, select the role from the list, and then click Delete.