Add roles

Keep the number of roles to a minimum

The more roles you have, the more time it takes to manage permissions and the people who have them. Before creating a role, consider changing the permissions for an existing role instead. For example, if everyone in your organization should have an additional permission, such as creating groups, then it would be more efficient to add that permission to the employee role than to create a new role and assign it to all users.

Additional roles are useful if a subset of people in your organization should have or not have certain permissions. See Products, roles, and permissions list for a list of user rights that you can add or remove from a role.

Users see roles and permissions changes within one to five minutes. If the admin creates a group, contact, role, other entity, or changes a profile, the user also must refresh the list to see the change. To refresh the list, a user can click another and return, refresh the screen, or execute a search. 

Create a new role

1. Click Admin.
2. Under People and Permissions, click Roles/Permissions.
3. Click  Add Role.
4. Enter a name and optional description in the fields.
5. Click the Permissions tab to assign permissions to the role.
6. Select the check box next to each permissions that you want to assign.
7. Click Save.

Copy and customize an existing role

1. Click Admin.
2. Under People and Permissions, click Roles/Permissions.
3. Find a role similar to the role you want to create.
4. Click More  and from the menu that appears, click Copy Role.
5. Edit the role name and optional description.
6. Click the Permissions tab to assign permissions to the role.
7. Select the check box next to each permissions that you want to assign.
8. Click Save.