The Add New Role option enables you to create new Role records in the database. Perform the following procedure to create a new Role:
The Role Details – Add page is displayed.
- Populate the form details as tabulated:
|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:
|Owner||This field is auto populated with the name of the user who has created this record.|
|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.