Create security roles and permissions

Before inviting users to your project, create the roles that they will have in your project. A security role is a set of permissions that is assigned to users. When you change the permissions for a role, all the users in that role are affected. For your convenience, your portfolio has default security roles that you can customize.

To learn more about permissions that are required for specific actions, refer to the permissions guide.

Goal: Create a custom security role.

1. On the project selection page, click settings (Settings) on the portfolio or project tile or row.

—Or—

In the project, click settings (Settings) on the banner.

2. In the Portfolio settings section of the menu, click Security roles.

3. On the row of a default security role, click more_horiz (More) > Copy.

—Or—

On the toolbar, click add_circle (Create).


4. In the right panel, enter a name and description for the security role.

5. On the Features, Records, Team Management, and Fields tabs, add or remove permissions.
Field permissions
• visibility (View): Users can see the field but can't edit it.
• (Modify): Users can see and edit the field.
• (No access): Users can't see the field.
• : Permissions for this group are set at the child level.

Administrators: Ready to invite users to your project?

Next Steps forward