Adding a security role
To add a security role:
- Click Add new item. The Add Security Role page is displayed.
- Specify the name of the security role.
- Specify the description of the security role.
- To add the security role to each new user, click Assign to New Users.
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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.
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Optionally, add users to the security role.
- On the Users tab, click Add new item.
- On the Assign users to Security Roles dialog box, search for and select a user.
- Click Add.
- Add additional users as required.
- Click Add & Close to add selected users and close the dialog box.
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Optionally, add documents:
- On the Documents tab, click Add new item.
- Select the documents you are mapping to this security role and click Add.
- Click Save Item.