Adding a new role

Procedure

Proceed as follows to add a new role:

1. Go to User management > Roles.
2. Click on 
   Result: The Add role popup appears.
3. Select the role you want to start from and click OK. 
   Result: The New role page appears.
4. Add a name for your new role at the top of the page.
5. Deselect or add the permissions you want your new role to have access to. 
   

   Note: At the bottom of the page, you can activate the Extended access permission to allow access to all items, assignments, schedules, scenarios, etc. This is useful, for example, to give a scheduler by default access to all schedules including the schedules that are created by API.

6. Click Save. 
   Result: The new role is created and can be assigned to users. 

Examples

• Example of a new scheduler role Portal scheduler who has access to the Schedules module only. 

• Example of an extra author role to be able to use metadata with limited access.
  See Adding a role for managing metadata with limited access.