Create a role

Audience:
settings
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 • 2 minutes to read
Note

Anonymous users and external users require a separate license.

  1. Select Roles in the Navigator.

  2. Select one of the following tabs:

    • Associates: Here you can add roles for employees in your company.
    • External: Here you can add roles for external users (onsite only).
    Note

    There is only a single role for anonymous users and you cannot create a new one. See Edit rights for anonymous users.

  3. Click Add under the list.

  4. In the Create New Role dialog, enter a name for the role in the Role name field.

  5. Enter a description of the role in the Description field.

  6. Select one of the following options:

    • Click next to the Copy rights from box, and select the role you want to base the new role on.
    • Click and select Start with blank rights to create the role from scratch.

  7. Click Save. The new role is displayed in the Roles list.

  8. Click the role name in the list to display the rights for the role in the Data rights tab.

  9. Enter the data rights in the Data rights tab.

  10. If you are creating roles for associates: Click the Functional rights tab.

    In this tab you can determine which functions will be available for the role, for example, mail merge, publishing, exporting selections and administrator access in Settings and maintenance.

    Tip

    Hold the mouse pointer over a right to display more information about it.

  11. Set the role's functional rights:

    • To add a right, select one or more rights in the This role CANNOT field, and click .
    • To remove a right, select one or more rights in the This role can field, and click .

    The changes are saved automatically.

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