Create a Permission Role

A typical process to assign permissions includes creating a permission role, assigning permissions to the role via permission scheme, and associating a user or user group with the permission role.

We suggest creating permission roles to represent a functional role, such as Admin or Analyst.

To add a new permission role:

1. Navigate to Settings > Permissions.
2. Click the Roles tab.
3. Click Create New.
4. Enter a unique name for the role.
5. Click Create Role.

What Next?

• Edit a Permission Scheme
• Mapping Users to Permission Roles