Create new role

Step by step

  1. Click the (Global settings) tab > Users agent > Roles tab. Then click the (Create new role) button.

    The fields in the Role settings and Rights sections are enabled for you to set up the new role.

  2. In the Role settings section, enter a name for the new role and a brief description.
  3. To assign rights to the role, enable the relevant rights in the Rights section.

    To assign an individual right (for example, ‘Add column’), select the check box in front of the right. The higher-level rights package is then automatically also enabled (for example, ‘Recipient columns’).

    To enable a complete rights package (including all subordinate rights), select the check box in front of the rights package.

  4. Save your entries.
  • You have finished creating a new role.

Additional information

You can select a created role or standard role (Overview: Standard roles) in the table and then:

  • Edit the user settings on the Settings and Roles/Rights tabs.
  • Delete the user using the (Delete user) button.
  • Create a new role by duplicating an already created role using the (Duplicate) button and then adjusting the rights for the new role.

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