Security Role - Create

To create a security role, follow these steps:

  1. Go to Admin > Tools > Core Functions > Security Role Administration.
  2. Click the Create New Role link.
  3. Complete the following steps:
    1. General - See Security Role - Create - Step 1 - General.
    2. Permissions - See Security Role - Create - Step 2 - Permissions.
    3. Constraints - See Security Role - Create - Step 3 - Constraints.

For security roles troubleshooting, see the Security Roles Troubleshooting Guide in the OnDemand Support folder.

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