Create a Role

Introduction

Roles can be created with a Role Template or from scratch with a Role Type selected as a baseline.

Step-by-Step Guide

1. Navigate to the “Role Management” page under Organization Details.

2. Click the “Create new Item” button at the top right of the Role list.

3. Input a name for the new Role.

4. Include an optional description.

5. Decide which Role Type to use as a baseline

   1. Role Types give an idea of what privileged permissions a Role may have.

6. Click the “Submit” button.

Video Tutorial

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