Add a New Role

  1. Access the Role Search.

    Role Search

  2. Click Add.

    Role Form

  3. Enter the name and description of the new role.
  4. (Optional) Select the Entity Membership check box.

    Note: Roles where this option has been selected will allow the administrator to assign users or user groups to these roles for specified entities.

  5. (Optional) Select the Single Membership check box.

    Note: Roles where this option has been selected will allow the administrator to assign a single user or user group to this role for specified entities. This role is used primarily to route task-based workflow to an individual or single user group assigned to the role for a particular entity.

  6. Click Save.

See Also

Manage Roles

Copy a Role

View Users Linked to a Role

Add a User to a Role

Add a User Group to a Role

Add a Page Permission to a Role

Add a Permission Type to a Role

Configuration of Roles

Delete a User from a Role

Delete a User Group from a Role

Delete a Role

Assign Entity-Specific Role Membership via the User Interface

Assign Project Specific Role Membership via the User Interface

Role Based Views: Display Risk and Control Evaluation information by Role

Assign Role Membership via Spreadsheet Upload