Create 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. Open the portfolio settings from the navigation menu.
    2. Portfolio settings in menu
  2. On the settings menu, click Security Roles.
    3. Security role setting in menu
  3. On the row of a default security role, click more_horiz (More) > Copy.

    4. —Or—

    On the toolbar, click add_circle (Create).

    Security role tabs
  4. In the right panel, enter a name and description for the security role.
    5. Security role and description fields
  5. On the Features, Records, and Fields tabs, add or remove permissions.
    • visibility (View): Users can see the field but can't edit it.
    • Edit permission icon (Modify): Users can see and edit the field.
    • No permission icon (No access): Users can't see the field.
    • Child permission icon: Permissions for this group are set at the child level.
    Security role tabs
Add custom security role

Administrators: Ready to invite users to your project?

Next Steps forward