Security Role - Create - Step 2 - Permissions

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.

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 him/her. 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.

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

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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