Create New Role and Edit Role

• To access the Create New Role screen, select Create New Role on the Manage Roles screen.
• To access the Edit Role screen, select Edit Role on the View Role Details screen.

Create or edit a role and assign it to users to control the actions that those users can perform in TraceLink.

1. Enter a Name in the text field.
2. Enter a Description in the text field.
3. On the Permissions tab:
   1. Select the Functions that the role can perform by doing one of the following:
      • Select the checkbox next to each Function individually.
      • Select Select All in the column header to select all Functions.
   2. Select the Access Level for each Function selected by doing one of the following:
      • Select the radio button individually for each selected Function.
      • Select Grant Full Access to selected functions.
      • Select Grant Read Only access to selected functions.
4. On the Users tab:
   1. Select Add User to Role.
   2. Enter a User in the type-ahead field, or select the type-ahead icon to see all users.

5. Select Submit.

   The Manage Roles screen displays, and the new role is saved.

1. Enter a Name in the text field.
2. Enter a Description in the text field.
3. On the Permissions tab:
   1. Select the Functions that the role can perform by doing one of the following:
      • Select the checkbox next to each Function individually.
      • Select Select All in the column header to select all Functions.
   2. Select the Access Level for each Function selected by doing one of the following:
      • Select the radio button individually for each selected function.
      • Select Grant Full Access to selected functions.
      • Select Grant Read Only access to selected functions.
4. On the Users tab:
   1. Select Add User to Role.
   2. Enter a User in the type-ahead field, or select the type-ahead icon to see all users.
5. Select Submit.

   The Manage Roles screen displays, and the updated role is saved.