Adding roles

2024-02-01

Before you can configure your role-based automatic access control policies, you must define your roles.

Before you begin

Only account administrators can add roles.
Consider creating roles for each department, group, or job title in your organization. For example, you might create roles for HR, IT, marketing, developer teams, payroll, contractors, and so on.

From the homepage, click Organization > Roles .
Click Add role.
In the General section, complete the fields.
1. Enter a name for the role.
2. Enter a meaningful description.
3. Add any internal notes.
Note: The internal notes field is used to store special instructions or details only visible to the account administrator, role owner, and role manager. Other users of the system cannot view internal notes. For example, the internal notes field could contain the following:
Only permanent employees based in Montreal should be in this role. Discuss with security before adding employees to this role.
(Optional) In the Notifications section, Select the notifications options that you require.
Click Save.