Add a New Role

To add a new role:

1. From the Accounts menu, select Roles.

The Role List window displays.

2. Click the button.

The Role Editor window displays.

3. Enter a unique Role name in the Role field.
4. Perform the following actions to assign permissions to or remove permissions from the role:

Actions to Assign or Remove Role Permissions
If you want to…	Perform these steps…
Assign selected permission(s) to a Role	Select the permission(s) that you would like to add to the Role from the Available Permissions list. Click the button.
Assign all permissions to a Role.	Click the button.
Remove selected permission(s) from a Role.	Select the permission(s) that you would like to remove from the Role from the Chosen Permissions list. Click the button.
Remove all permissions from a Role.	Click the button.

To select multiple permissions that are listed one after another, hold down the [Shift] key and click the range of permissions that you would like to select. To select multiple permissions that are not listed one after another, hold down the [Ctrl] key and click the permissions that you would like to select.

5. To save the Role, click the Save button.

If the Role is added successfully, the message “Role permissions successfully saved” displays the Role displays in the Role List window.

The following error message indicates that you have entered a Role name that is being used by another Role. Role name ___ already in use. Please enter a unique role name. Click the OK button and create the new role with a unique role name.