Security Administration > Create/Edit Roles
This page is used to create new roles or edit existing roles. You can add or edit roles for which a security component is required. Additionally, you can establish permissions for the various roles; for example, you can assign a database administrator permission to the Finance application.
Create a role:
❏ From the Manage Roles page, click Create New Role.
The Create Role page is displayed.
Role Name | Type the name of the role to be created. |
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❏ Under Manage Permissions:
❏ Click Save. The new role is displayed under Select a Role.
You can continue creating roles as needed.
Edit a role:
❏ From the Manage Roles page, you can type a role name in the Search Roles field. As you type the role name, the existing roles that match the typed data are displayed under Select a Role. The Edit Role and Delete Role buttons are enabled.
❏ Select the role to be edited.
❏ Click Edit Role to edit the selected role. The Edit Role page is displayed with the selected role name in the Role Name field and the existing role permissions.
❏ Under Manage Permissions, add or remove components (i.e., permissions to a page/menu). Any changes made to a role are effective to all users who are assigned to that role.
Notes:
❏ Click Save.
Delete a role:
❏ From the Manage Roles page, you can type a role name in the Search Roles field. As you type the role name, the existing roles that match the typed data are displayed under Select a Role. The Edit Role and Delete Role buttons are enabled.
❏ Click Delete Role to delete a role. A pop-up window prompts you to confirm that you want to delete the role.