Administering › Managing Role Objects › Create a Subrole

Create a Subrole

A subrole is a role that is based on another Role. You can only assign permissions to the new role that are equal to or less than the Role you are basing the new Role on. For example, you want to create a subrole for the Sales role named Sales Eastern. This subrole can only have permissions less than or equal to Sales. To set up a subrole, you select the parent role and create a subrole for it.

Follow these steps:

1. From the Administration tab, click the Role subtab.
2. Select a role from the list.

   Important! The role that you create cannot have permissions greater than this role.

3. Click Create Sub Link and view the Create Role panel.
4. Enter a role name, such as Bank Teller.
5. Select a role type, such as Basic User.
6. Optionally, from this panel you can:
   • Set up any Role settings (See Editing Roles Settings)
   • Select how users in this Role are authenticated (See Role Authentication)
7. Click Create.

   The Role is created.