Role management

Assign roles to users to restrict or enable specific user actions. Roles enable you to specify purpose-built access to specific user groups.

You can assign only one role to each user.

Define roles

1. From the left navigation area, select Administration.
2. From the top navigation bar, select Role Management.
3. Select +.
4. Enter a unique name for the role, then select Create.
5. Enter or select values for each of the following areas:
   • Overview
   • Access Management
   • Localization

Assign roles

1. From the left navigation area, select Administration.
2. From the top navigation bar, select User Management.
3. Assign a role from the list of users or from the user account record.

Define permissions for a role

1. From the left navigation area, select Administration.
2. From the top navigation bar, select Role Management.
3. Select an existing role, then select Access Management.
4. Select the Permissions field.
5. In the Permissions window, select one or more permissions to add to the role, then select Update.
6. Select Save.