Add a role

Roles determine the responsibilities of users in a system. For example, a system may have engineering and supervisory roles.
  1. In the main toolbar, select Open dashboard page and then select Manage users and groups.
  2. On the dashboard page, under Roles, select Add.
  3. In Add Role, under Name, enter the name for the role.
  4. (optional) If users are created, under Assign users to role, select the users to assign to the role.
  5. (optional) If groups are created, under Assign groups to role, select the groups to assign to the role.
  6. Select Add.
    Tip: To create a roles in Project view, under Security, right-click Roles and then select New > Role.
The new role appears on the dashboard page and in Project view.