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Table of Contents

Create Custom Roles

Learn how to create custom roles before assigning a role to an administrator using System Administration.
Create custom roles before assigning the role to an administrator using the
System Administration
screen. You can create them by assembling a set of system permissions or by adding or removing permissions from system roles.
  1. Select
    Manage
    System
    Access Management
    User Access
    Custom Roles
    Create Custom Roles
    .
  2. Enter a name and description for the new custom role.
  3. Drag permissions from
    Base Permissions
    you want to add for this role and drop into
    Allowed Permissions
    .
    Base permissions are predefined permissions in the system. You may add multiple permissions for this role.
  4. Drag predefined system roles from
    Base Roles
    and drop into
    Selected Roles
    .
    If a system role is selected, the allowed or disallowed roles are added or subtracted from the predefined set of permissions associated with the system role.
    Disallowed permissions override any permission that is associated with the permissions defined for a system role.
  5. Create
    the new custom role.
    A message confirms the creation of the custom role. The new custom role is available in the system to associate with users in the enterprise.
    Make sure appropriate GET permissions are available to your role. If not, some of the functions and workflows within the web interface may fail to work.

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