Setup › Roles › Create a Role

Create a Role

Follow these steps:

1. Go to the Administration menu and select Roles from the Organization menu.

   The roles list page appears.

2. Click New Role.
3. Complete the following fields:

   Role

   Specifies the name of the role.

   Role ID

   Specifies a unique alphanumeric identifier for the role.

4. Do one of the following:
   • Click Save and Close to save the new role and close the window.
   • Click Save and New to save the role and create another role.