The Add New Role option enables you to create new Role records in the database. Perform the following procedure to create a new Role:
- Click
The Role Details – Add page is displayed.
- Populate the form details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Role Name | Enter the role name in the Role Name field. |
| Default Dashboard | Click the drop down list adjacent to this field and select a default dashboard for the role. Available options are the following:
· Compadmin · SalesMgr · SalesRep |
| Owner | This field is auto populated with the name of the user who has created this record. |
| Access Rights | |
| Menu | Select the check box(s) adjacent to the menus from the Menu tab. |
| Object | Select the check box(s) adjacent to the options for permissions (Read, Add, Edit, Delete, and Change Owner) from the Object tab. |
| Report | Select the check box(s) adjacent to the reports you want to map from the Report tab. |
- Click
button to save the Report Security information.