Path: Security > Roles
Roles lets you add, edit, and delete the roles that can be assigned to Portfolio administrative users. To create a role, you assign privileges that allow users to access specific features within Portfolio. The roles that you create appear in the Role drop-down list so you can select from then when you add or edit an account (For more information, see Fields: Add Account ).
Role List
Displays a list of the existing roles on the system, including the default System Administrator and Profile Administrator roles.
The list displays this information:
|
Option |
Description |
|
Code |
Displays the code (up to 30 characters) entered for the role. |
|
Name |
Displays the name (up to 80 characters) of the role. |
Management options
Let you manage roles by adding, editing, or deleting roles.
You can choose these options:
|
Option |
Description |
|
Add Account |
Lets you add a new role to the system. (For more information, see Adding or editing a role.) |
|
Edit
|
Lets you edit the privileges included in a role. (For details, see Adding or editing a role.) |
|
Delete
|
Lets you delete the role. (For details, see Deleting a role.) |
Related topics
Managing administrative accounts
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