Adding or editing a role

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Adding or editing a role

When you create a role, you select the privileges that you want to make available to users to whom the role is assigned.

To add or edit a role

Choose Security from the navigation pane.

Choose Roles from the Security menu.

Do one of the following:

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If you are creating a new role, choose Add Role.

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If you are editing a role, choose the Edit Role option for the role.

Complete the fields as needed. (For more information, see Fields: Add/Edit Role.)

Note: You must select at least one privilege for the role. If you don’t select a privilege, Portfolio directs you to select a privilege when you save the role.

Choose OK to save the changes to the role or choose Cancel to reject the changes and return to the Roles List.