To add a new role:
- From the Accounts menu, select Roles.
- The Role List window displays.
- Click the File:Add.png button.
- The Role Editor window displays.
- Enter a unique role name in the Role field.
- Perform the following actions to assign permissions to or remove permissions from the role:
| Table 39. Actions to Assign or Remove Role Permissions
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| If you want to…
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Perform these steps…
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| 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 File:Assigns Select.png button.
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| Assign all permissions to a role. |
Click the File:Assigns All.png button.
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| 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 File:Removes Select.png button.
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| Remove all permissions from a role. |
Click the File:Removes All.png button.
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{{note|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.
|}
- Do one of the following:
- 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.
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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.
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- To discard the role name and close the Role Editor window, click the Cancel button.
