Creating Roles in the Administration Module

To create a new security role, do the following:

  1. In Order Management Administration: Security > Roles.
  2. From the Security Role Manager page, click New Security Role. The Security Role window opens. Note that at any time, click Cancel to close the Security Role window without saving your changes.
  3. In the Edit General Info section, add the following information. Note that the ID # field isn't editable. An ID is assigned automatically when you save the new role.
    • Name / Label: Enter the name you want to assign to the new role.
    • Short Label: Enter a short label for the new role.
    • Description: Enter a description of the role. This field is optional.
  4. Click Save to save this new role. The Security Role window opens.
  5. The information just created appears in the General Info section. Click Edit in this section to edit this information.
  6. Click Edit in the Permission Sets section to assign specific permissions to this role. This opens the Edit Permission Sets window, which shows a list of all permission sets. Each permission set includes an ID, description, and an assigned permission group. Permission groups are for organization and include Common, Customer Service Center, and Fulfillment Center.
  7. Click the checkboxes for the permissions that you want to provide to this new role.
  8. You can also do as follows:
    • Enter an ID number or a permission group in the Filter field to filter the list of permission sets that display.
    • Select a Role name from the Copy From: list and click Copy to automatically check the boxes that correspond to the permission sets assigned to the selected rRole.
  9. Click Save. The new role is created with the selected permissions. Or, click Cancel to close the Security Role Manager.