Create and Work With Roles
When you create a security role, you define the access rights of its members. After you create a role, you select the users who belong to the role. You can also modify a role or use it as the basis for another role.
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- Create a New Role
Create a separate role for each group of people in your firm who share a distinct set of security requirements. Be sure to evaluate the predefined roles available before you create new ones. - Select Users for a Security Role
After you create a security role, you assign one or more users to the role. These users will share the same security settings, including access rights to applications, tabs, and options. - Select an Existing Role
You can select an existing role at any time to review its current settings or to copy the role and use it as the basis for a new one. - Copy a Role to Create a New Role
You can copy an existing role to create a new role. The access rights and privileges specified for the existing role, including record level security and favorite reports, are copied to the new role. - Modify a Role
You can update settings for a security role at any time, to add more users to the role or to change the access rights for role members. - Delete a Role
You can delete a security role at any time. After you delete a role, you cannot restore it. If you need the role again in the future, you must recreate it.
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