You can create copies of the default user roles and then modify the permissions and security powers to make new roles in the Roles window. The roles that you create in the Roles window appear in the Roles drop-down list on the Info tab of the User window, where you can update the user role by providing fewer or more permissions to access the platform features.
To add and configure a new role:
- Click Add.
- The Add Roles pop-up window appears.
- In the General Info section:
- Specify a name for the role in the Name field.
- Select the platform standard default role from the Select a role to start with the drop-down list. This is the role on which the new role is based.
- Click the right arrow (
) to start defining permissions and security powers for the new role. - Click Save.