How to Create User Roles

Steps to Create a New User Role

1. Navigate to the Role Management Section:

• Log in to the IAM solution as a Client Admin
• From the dashboard, select User Management and then click on Role.

2. Initiate Role Creation: Click on the Create New Role button.

3. Define the Role Name and Description:

• Enter a unique Role Name that clearly identifies the role's purpose (e.g., "HR Manager," "IT Support").
• Provide a detailed Description of the role, including its primary responsibilities and scope.

4. Set Role Permissions:

• Select the appropriate permissions and access rights for the role. This may include:
• User Management: Ability to create, modify, or delete user accounts.
• Application Access: Permissions to access specific applications and manage their settings.
• Settings: Authority to configure security policies, such as MFA and password policies.
• Reporting: Access to generate and view specific reports.

5. Review and Save: Review the role details and permissions.
6. Click Save to create the new role.