Fields: Roles
Roles lets you add, edit, and delete the roles that can be assigned to Portfolio administrative users. To create a role, you assign privileges that allow users to access specific features within Portfolio. The roles that you create appear in the Role drop-down list so you can select them when you add or edit an account. For more information, see Fields: Add Account .
Security > Roles
Role List
Displays a list of the existing roles on the system, including the default System Administrator and Profile Administrator roles.
The list displays this information:
| Option | Description |
|---|---|
|
Name |
Displays the name (up to 80 characters) of the role. |
|
Code |
Displays the code (up to 30 characters) entered for the role. |
|
User Security Policy |
Displays the user security policy associated with the role. |
|
Multifactor Authentication Status |
Displays whether multifactor authentication is enabled for the role. If it is enabled, the type of authentication method is also displayed. |
Management options
Let you manage roles by adding, editing, or deleting roles.
You can choose these options:
| Option | Description |
|---|---|
|
Add Role
|
Lets you add a new role to the system. For more information, see Adding or editing a role. |
|
Edit
|
Lets you edit the privileges included in a role. For more information, see Adding or editing a role. |
|
Delete
|
Lets you delete the role. For more information, see Deleting a role. |
