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Create a Role

Purpose

Create a custom role when the default roles do not match your organization’s workflow or governance requirements.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as an administrator.
  • You can open Admin-tools > Roles.
  • You have permissions to create roles.

Create a Role

  1. Open Admin-tools > Roles.
  2. Click Add Role.
  3. Enter a role name.
  4. Choose whether the role is a Global Role or a Content Role.
  5. Click Add Role to create the draft role and begin selecting permissions.

Depending on your deployment, the role may be created as a draft until you save at least one permission.

Add Role dialog showing role name and role type choices

After the role is saved, it appears in the roles list. The type and status columns show whether the role is a system role, global role, content role, and whether it is active.

Roles list with a custom role row and edit action area highlighted

Next Step: Select Permissions

After creating the role, go to:

Expected Result

  • The role appears in the roles list.
  • You can open the role to view/edit its permission set (subject to system role restrictions).