Add a Security Role

Adding a security role involves selecting all the security functions a user in the new security role will need in order to do their job. A complete description of the available security functions is available in Security Functions.

PREREQUISITES: The Security Roles security function and its associated sub-functions must be selected for the security role you belong to.

1. From the home page, click PLL and click Security Roles.
2. At the bottom of the Security Roles panel, click Add record.

3. In the Add Security Role panel, enter a Role Code and Description for the new security role and click Add. The new role will appear in the Security Roles panel.

4. Click on the new role within the Security Roles panel. This will reveal the Details, Assigned Users, and Permissions panels for that role.

5. Assign or remove permissions, add or remove users, and edit details as needed for the new security role.
6. Click Verify in the Details panel to save changes.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, PLL user, status code, or other PLL item) is being used. See Review PLL Configurations for more information.