Click Roles.
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. |
Click the Setup button on the main toolbar.
Double-click User administration, or click the icon to the left to expand the menu.
Click Roles.
In the Create role dialog box, enter a Name for the role. Click .
The Owner role automatically inherits all user privileges and all reports. |
Adding/removing privileges from a role will add/remove privileges from the users currently assigned to that role. |
Click the Setup button on the main toolbar.
Double-click User administration, or click the icon to the left to expand the menu.
Click Roles.
In the Edit role privileges dialog box, click on the desired privileges to grant to or restrict from the role.
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. |
Use the Copy privileges from drop-down menu to assign the role privileges already associated with another role or user. |
Adding/removing reports from a role will add/remove reports from the users currently assigned to that role. |
Click the Setup button on the main toolbar.
Double-click User administration, or click the icon to the left to expand the menu.
Click Roles.
In the Edit role reports dialog box, click on the desired reports to grant to or restrict from the role.
A blue check mark will indicate the report is assigned to the role. Report descriptions can be found at this link. |
Click .
Use the Copy privileges from drop-down menu to assign the role reports already associated with another role or user. |
Click the Setup button on the main toolbar.
Double-click User administration, or click the icon to the left to expand the menu.
Click Roles.
In the Roles panel, do one of the following:
Once deactivated, the role (along with its associated privileges and reports) is removed from any users with the assigned role. |
Click the Setup button on the main toolbar.
Click Roles.
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 . |