Use the Roles form to configure role records within the security area of the application. Administrators use this form when establishing or maintaining the roles available to users. Begin this task from Security Section when you need to add a role configuration.
Before you start
Ensure that Roles is available from Security Section in your application navigation.
Steps
From Security Section, select Roles.
RolesRoles — Security Section › Roles
New
Select New to open the role configuration form.
Review the configuration areas displayed on the form, including Dashboard, Activities, and Configurations, and complete the role configuration according to your organization’s security requirements.
When the configuration is ready, select Save. Alternatively, select Save and Close.
Tips & cautions
Note: The role configuration form provides both Save and Save and Close actions.
Tip: Use the Search box on the Roles page to locate role records in the list before opening or creating a role.
Result
The role configuration form has been completed using an available save action.
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