Add New Role

Note: You can also create a new role by cloning an existing role, especially if the new role requires similar security options. See Clone Role.

Activity Steps

1. Open the Roles Screen.
2. Click the Add Role link at the top of the screen.

   The Add Role form displays.

3. Complete the following fields as required:
   • Role - (Mandatory) Role name.
   • Description - Role description.
   • Windows Active Directory Groups - Add one or more Windows Active Directory groups if required.
4. Select the required security options for the role:
   1. Expand each Security Option group as required.
   2. Select the check boxes for the security options to assign to the role.
5. Click Save.

   The role is added to the list on the Roles screen.

   Note: If the role fails validation and cannot be saved, a validation message displays. See Role Validations.

6. Assign users to the role as required:
   • To assign the role to a new user, see Add New User.
   • To assign the role to an existing user, see Edit User.