Creating a role

You should create new roles only for products that have detailed permissions. The reporting function and some HCL® Marketing Software products have only basic permissions available, so there is no need to create additional roles for these products.

Procedure

  1. Click Settings > User roles & permissions.
  2. Click the plus sign next to the product name in the list on the left, and then click the name of the partition where you want to create the role.
  3. For Campaign only, if you want to create a new role under the Global Policy, click Global Policy.
  4. Click Add roles and assign permissions.
  5. Click Add a role.
  6. Enter a name and description for the role.
  7. Click Save changes to save the role, or Save and edit permissions to go to the Permissions page to add or modify permissions for any of the roles in the list.