Creating An Access Role
To create a new Access Role, click the launchpad icon and click Setup. Click the Access Roles tab and click Add Role (figure 1).
From Access Role Management, provide a name for the new Access Role (figure 2). You will also be prompted to select an Access Role Type.
Once you've named the Role and selected a Role Type, you will be provided with a series of configuration options for your new role (figure 3).
|Note: The Rights Glossary for Access Roles provides details on what functionality is impacted by each configuration option.|
Once you've completed configuring the Access Role, click Add Record to save.
Editing Access Roles
To edit an existing Access Role, hover over the Access Role you want to modify and click the edit icon (figure 4).