Home > Roles

Creating a New Role

To create a new Role, follow these steps.

1. Click the Roles button from the Administration group on the Home tab. The Role wizard is displayed.
   
2. Click the Next button to access the Options screen, and then click on the Create a new role and set permissions button.
   
   
   Figure 36.1. The Role Wizard - New role details screen.
   
   
3. Select the group that the new role is being created for.
   
4. Enter the name of the role.
   
5. Enter any comments that you want attached to the role.
   Note: If you want to set permissions for data click Show advanced options and then select the type of permissions that you want to specify. You will be prompted for the actual settings in the subsequent screens.
   
6. Click Next.
   
7. Click the box in the first column to assign users to the role, and then click Next.
   
8. Click the appropriate boxes from the Allow or Deny columns to allow or deny the associated functionality to the role, and then click Next.
   Note:
   • Any modules that you do not manually set the permission of will default to deny.
   • If a user belongs to more than one role and has conflicting permissions (e.g. deny in the QA role and grant in the Administrator role), then deny take precedence and the user will be denied permission.
     
9. Confirm the details of the group and click Accept.
   
10. Click the Close button to close the wizard.
    
    

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