Adding a security role

Several default security roles are included. If these security roles don't map to the way your organization manages security, you can add new ones.

To add a security role

  1. From the top-level navigation, open the Admin module.
  2. Select System Settings.
  3. Select the Security tab.
  4. Click the Roles tab.
  5. Click New New.
  6. Under Security Role Properties, enter a name and a description.
  7. In the System Settings, Customization, Resources, Workspace, Reports, and Projects tabs, select the permissions that will be allowed for the security role. If the Allowed column is selected for a permission, any user or security group will be granted permission to do the associated actions.
  8. Click Save Save.