Adding security roles

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If you are an administrator, you can follow these steps to create a new security role or to copy an existing security role.

Creating a new security role

  1. Click the Administration button in the navigation pane and then click the Security Security button button.
  2. Click the Roles tab in the security workspace.
  3. Click the Add button in the ribbon.
  4. Enter a name for the role and an optional description in the provided fields.

    Click the Disable Role checkbox to disable the role. Disabled roles do not appear in the Roles tab of the Administration workspace. You can change this setting at any time by clicking the Properties button in the roles tab and marking or clearing this checkbox in the Role Properties dialog.

  5. Click OK.

The new role now appears in the Roles pane.

Note: The new role is configured with default permission settings. For information on managing these settings, see Configuring permissions for security roles.

Copying a security role

When you copy a security role, you create a new role that is configured with the permission settings from the original security role.

  1. In the Roles tab in the security workspace, select the role that you want to copy and click the Copy button in the ribbon.

    Note: You cannot copy the Administrators role.

  2. Enter a name for the role and an optional description in the provided fields.

The role now appears in the Roles pane.

Related topic: AdvanceFlow security overview

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