Security Role - Create - Step 2 - Permissions

Security Roles and Permissions allow system administrators to create a standard grouping of permissions that can be assigned to users, and these roles determine what individual users can access and do within the system. Security roles are important because they enable an organization to grant certain people access to certain data and also restrict access to certain data.

Managing Security Roles   Additional Information   Training and Troubleshooting Resources
   
  • Security Roles Feature Focus Playlist - In this playlist, you’ll find curated content specifically for security roles. Note: You must log in to the Success Center to access Playlists.
  • Knowledge Base - Review security role quick help and troubleshooting articles.

The Permissions page displays the permissions that are in the role.

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

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
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

This section allows you to add permissions or copy permissions from another role. An administrator can only add permissions to a role using permissions available to them. The system will check, based on your access, what roles you can create based on your individual permissions and constraints.

  1. Select either Add Permissions or Copy Permissions from Another Role link:
    • To copy permissions, search for role and click Add icon.
    • To add permissions, search for permission and check the add box and click Submit.
  2. Search for available permissions by name in the select field or by category.
  3. Click the Check/Uncheck All button to select or deselect permissions.
  4. Click the Add box next to each permission.
  5. Click Submit. The selected permissions will be added to this role.
  6. Click Next to continue to the Constraints section. See Security Role - Create - Step 3 - Constraints.

Helpful Hints

When editing an existing parent role that has at least one child role, you cannot deselect any permissions in the parent role that have been included in a subordinate/child role.

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