Use the following procedure to add a role from the Roles grid on the Roles page:
1. Select Roles from the Security section of the Setup menu. The List of Roles grid is displayed.
2. Click Add.
3. Enter the role name and click Save. The role is added to the grid.
4. To modify permissions and users, click Select next to the role.
5. From the Permissions tab, click Edit to modify the permissions you want to use with the role.
Note: To search for specific permissions, enter search criteria in the fields provided (Name, Module, Type) and then click Search.
Alternatively, click the Edit All button to edit multiple permissions for a role.
6. Make changes by selecting or clearing the View, Update, Delete, Add, and Allow Access check boxes, as appropriate. To check or uncheck all boxes for a particular permission, click the first box in the row. Click Update.
7. From the Users tab, select a user from the Users not in role or Users in role fields and then click Add > or < Remove as appropriate.