Configuring custom user roles

Procedure

1. Go to Administration → User Roles.
2. Add or edit a custom user role:
   • To add a new custom user role, click + Add Role.
   • To edit a custom user role, select the custom user role and click Edit.

     Note To view only custom user roles, select Role Type: → Custom. You cannot add or edit a predefined role.

   The Custom Role Setting panel opens.
3. On the General tab, specify the role name and description.
4. On the Permissions tab, select permissions to grant the role.

   Note Some apps require selecting the View or View, filter, and search permission before selecting other permissions. To enable some permissions, you first need to enable associated permissions for other apps. To enable associated permissions, click the lock icon () next to the target permission and then click Enable All.

5. Click Submit.