Create Custom Roles
Table of Contents
Create Custom Roles
Learn how to create custom roles before assigning a role to an administrator using System
Administration.
| Where Can I Use This? | What Do I Need? |
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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.
- Select .Enter a name and description for the new custom role.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.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.
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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.
