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Viewing the list of roles

1. Click the Setup button on the main toolbar.
2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Roles. 
   Image RemovedImage Added

   Tip
   A list of roles appears in the Roles panel. Use the Quick Find field to type the first few letters of the role name to quickly locate the desired role.

   
   

Creating new roles

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Roles.

4. Click

   Status
   title Create new

   .

5. In the Create role dialog box, enter a Name for the role. Click

   Status
   title Create

   .

   Note
   The Owner role automatically inherits all user privileges and all reports.

   
   

Editing role privileges

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Roles.

4. In the Roles panel, do one of the following:
   • Click on the desired role, select 

     Status
     title Edit

     , and then click Edit privileges.
   • Right-click on the desired role and select Edit privileges.

5. In the Edit role privileges dialog box, click on the desired privileges to grant to or restrict from the role.

   Tip
   A blue check mark will indicate the privilege is assigned to the role. Hovering the mouse over the name of the privilege provides additional information for the privilege's function.

   

6. Click

   Status
   title Update

   .

Editing role reports

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Roles.

4. In the Roles panel, do one of the following:
   • Click on the desired role, select 

     Status
     title Edit

     , and then click Edit reports.
   • Right-click on the desired role and select Edit reports.

5. In the Edit role reports dialog box, click on the desired reports to grant to or restrict from the role.

   Tip
   A blue check mark will indicate the report is assigned to the role. Report descriptions can be found at this link.

   

6. Click

   Status
   title Update

   .

Editing role names

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Roles.

4. In the Roles panel, do one of the following:

   • Double-click on the desired role.
   • Click on the desired role, select 

     Status
     title Edit

     , and then click Edit details.
   • Right-click on the desired role and select Edit details.
5. In the Edit role dialog box, adjust the Name of the role as needed. Click

   Status
   title Update

   .

Deactivating roles

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Roles.

4. In the Roles panel, do one of the following:
   
   • Click on the desired role and select

     Status
     title Deactivate

     .
   • Double-click on the desired role, un-check the Active check box, and click

     Status
     title Update

     .
   • Click on the desired role, select 

     Status
     title Edit

     , and then click Edit details. In the Edit role dialog box, un-check the Active check box, and click

     Status
     title Update

     .
   • Right-click on the desired role and select Deactivate.

   Tip
   To reactivate a role, un-check the Show active items only check box at the top of the Roles panel. Click on a deactivated role (indicated with a red X), and click Status title Reactivate .