Create a New User Role

If you require additional roles beyond the defaults, follow these instructions to create a new role and select privileges appropriate to the role.

  1. Select Administration from the ribbon.
  2. Select UsersRoles.
  3. In the User Profile screen, click Create.
  4. Enter a Name for the new role. The name must be unique from all other role names
  5. Enter a Description that will help Administrators easily identify the purpose of the role. Click Create to continue to set the policies for the new role.
  6. Review each of the policies and set them to Yes or No accordingly. See Default Roles and Policies for details.

You can now apply this role to user accounts.

To modify the policies assigned to a role, click on the role name in the UsersRoles screen.