Create a User Role

Create a new user role in your portal.

After you create a role, you must manually assign the appropriate permissions to it. These permissions determine what users with this role can see and do in your portal.
  1. Select Settings > System Permissions.

    The Permissions page opens.

  2. Near the top of the page, select the Manage Roles link that displays above the Role field.

    The Manage Roles page opens, showing the list of roles currently in the system.

  3. Enter a Name for the role. For example, Payroll.
  4. Select the License Type(s) to assign to this role. For example, HR.

    The licenses that you select determine the permissions template available for that role. However, you still have to assign the appropriate permissions to the role.

  5. Select the default page to open when users with this role log in to your portal.
  6. Select Create Role.
Assign Permissions to a User Role