Adding a security role

To add a security role:

  1. Click Add new item. The Add Security Role page is displayed.
  2. Specify the name of the security role.
  3. Specify the description of the security role.
  4. To add the security role to each new user, click Assign to New Users.
  5. To assign this security role to every user that is currently in your system, click Assign to all existing users.
    Note: The Assign to all existing users option is a long-running action. When triggered, it is sent to a background job. You can view its status on the Admin Long Running Actions page.
  6. Optionally, add users to the security role.
    1. On the Users tab, click Add new item.
    2. On the Assign users to Security Roles dialog box, search for and select a user.
    3. Click Add.
    4. Add additional users as required.
    5. Click Add & Close to add selected users and close the dialog box.
  7. Optionally, add documents:
    1. On the Documents tab, click Add new item.
    2. Select the documents you are mapping to this security role and click Add.
  8. Click Save Item.