Adding or editing a role
When you create a role, you select the privileges that you want to make available to users to whom the role is assigned.
To add or edit a role
- Log in to the Admin console.
- Choose Security from the navigation pane.
- Choose Roles from the Security menu.
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Do one of the following:
- If you are creating a new role, choose Add Role.
- If you are editing a role, choose the Edit Role option for the role.
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Complete the fields as needed. For more information, see Fields: Add/Edit Role.
Note: You must select at least one privilege for the role. If you don’t select a privilege, Portfolio directs you to select a privilege when you save the role.
- Choose OK to save the changes to the role or choose Cancel to reject the changes and return to the Roles List.