Add a role

Roles determine the responsibilities of users in a system. For example, a system may have engineering and supervisory roles.
  1. In the main toolbar, select
    Open dashboard page
    and then select
    Manage users and groups
    .
  2. On the dashboard page, under
    Roles
    , select
    Add
    .
  3. In
    Add Role
    , under
    Name
    , enter the name for the role.
  4. (optional) If users are created, under
    Assign users to role
    , select the users to assign to the role.
  5. (optional) If groups are created, under
    Assign groups to role
    , select the groups to assign to the role.
  6. Select
    Add
    .
    TIP: To create a roles in
    Project view
    , under
    Security
    , right-click
    Roles
    and then select
    New
    Role
    .
The new role appears on the dashboard page and in
Project view
.
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