Open the Roles module in the Setup section
Click Create Security Rolein the top right corner.
Fill in the security role name, and select the wanted permissions from the tree.
Click Create.
Filters can be used to locate permissions in the tree.
Within the modal you can find quick filters to easier navigate the tree.
DELETE - Permission to delete an object GET - Permission to retrieve an object POST - Permission to create an object PUT - Permission to update an object PAGE - Permission to access a page ACTION - Permission to execute actions
Depending on your access permissions the list of Security Roles might not be visible.
Open the Roles module in the Setup section
From the list in Security Roles module using filters
Having the list of Security Roles open you can use filters to find the role you are looking for. Clicking the role in the list will open a drawer with additional information.
When you have located a Security Role, click it and the details will show in a drawer on the right hand side. Details can be maintained directly in the fields/tree.
By clicking the primary action icon it is possible to make a copy of the selected security role, a modal will open where you enter the name of the copy.
By clicking the secondary actions icon (icon = 3 dots) additional actions may be possible.
Edit Security Role Name
Delete Security Role
Filters can be used to locate permissions in the tree.
