Creating roles and assigning permissions

Follow these steps to create roles and assign permissions to them.

Procedure

  1. Click Settings > Role Configuration to open the Role Configuration pane.
  2. Click Create New Role.
  3. Using the Create New User Role dialog box, enter a name for the role, then click Save.
  4. Display the list of security types by selecting the role.
  5. With the role selected, click the security type that you want to assign permissions. The available permissions for the security type are displayed. New roles do not have any granted permissions.
    Edit permission subpermissions
  6. Grant permissions by selecting the appropriate check boxes. If a type has an edit permission, you can select all edit subpermissions by clicking the Edit check box. To deselect all subpermissions, click the check box a second time. Select individual subpermissions by expanding the Edit list and clicking the appropriate check boxes. For information about subpermission, see Edit-type subpermissions.

What to do next

Add users to teams. Users are assigned roles when added to teams. See Assigning users to teams.

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