Create a Security Role

You must have the appropriate permission to create security roles. (For more information, see Security Role Security.)

To create a security role

1. Click Setup.
2. In the Employee submenu, click Security Roles.
3. On the Manage Security Roles page, click Create.
4. On the Edit Security Access Roles page, type a Name for the security role.
5. Type a Description for the security role.
6. In the Functions section, select Yes for each security function that you would like to apply to this security role.

• Click the Expand button () to open a single section, or click Expand All to open all sections.
• Click the Collapse button () to close a single section, or click Collapse All to close all sections.

To find out what a particular function does, simply click the function name and the function's description will appear in the lower left-hand corner of the page as shown in the example below.

7. In the Add Employee section, click Add to find and select the employees to be governed by this security role.
8. Click Save.