Part 1: Create the Role or User

To begin, it is best to have a specific user or role in mind. This helps when you add rules.

Note: It is a good idea to create a test role or user first. Do not create and apply new rules to an existing role or user without knowing how the rules will affect the system.

In this example, you create a role because a role is “reusable”—can be assigned to more than one user.

  1. Select System > Security > Roles.
  2. Click the link to add new role.

The system displays the New Security Role page, as shown in Figure 2-56:

Figure 2-56: Adding a new role

Note: You do not need to copy an existing role. However, you can copy a role that has similar attributes, if you like; copying roles with similar settings simply means you have less settings to change to achieve the desired results.