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.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Security Administration - General Constraints Grants access to apply general constraints to permissions when creating/editing a security role. This permission works in conjunction with the Security Administration - Manager permission. This is an administrator permission. Core Administration
Security Administration - Manage Grants ability to create, modify and constrain security roles within the portal, and assign users to those security roles. This permission can be constrained by OU, User's OU, User, and User Self and Subordinates. This is an administrator permission. Core Administration

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