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Adding Nonstandard User Roles

You can create new, nonstandard user roles for groups of users who require the same sets of customized permissions on the User Roles page.

  1. Select Setup > Manage Users from the menu.
  2. Select User Roles.
  3. Select ""Add or ""Copy to insert a new role in the list below the previously highlighted role.

    When you add a user role, the initial permissions are the same as the Administrator permissions.

    When you copy a user role, the permissions from the highlighted role are copied to the new role.

  4. Enter a unique Name for the new role.
    Note: The Status is set to Active. Active roles are visible in the User Roles list. If you want to retain a role but must keep it from appearing on any role selection lists, you can set the Status to Inactive.
  5. Specify the permissions to grant to users assigned to this role.
  6. Select Save.
  7. Use ""Move if you want to reposition the role in the list.
After an active nonstandard user role is added, it can be associated with both new and existing users. If a role's permissions are changed later, the permissions for the users assigned to that role are updated automatically.