Security Role - Create - Step 1 - General

On the General page, administrators define the general characteristics about the role.

To create a security role, go to Admin > Tools > Core Functions > Security Role Administration. Then, click the Create New Role link.

Enter the following fields:

  • Name - The name of your role. This is required.
  • ID - Enter a unique security role ID. The field accepts alphanumeric characters and the character limit is 100. This is required. If an ID is not provided, the system automatically generates a value. Note: Because this value must be unique, when a role is copied, the system generates a new, unique value for this field.
  • Category - From the drop-down list, select a category for the role. Categories must be defined prior to creating a security role. See Add Security Role Categories.
  • Parent - Click the Select icon to search for and select a parent role for the new security role. The Parent role determines the role hierarchy and also determines the permissions that are available for this role. Only permissions available in the parent role can be selected for use in the child role. Any existing security role can be selected.
  • Description - Enter a description for the role, which explains the role's purpose. This is required and the character limit is 500.
  • Active - Select this option to make the role active. Deselect this option to make the role inactive.

Click Next to continue to the Permissions section. See Security Role - Create - Step 2 - Permissions.

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

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