Creating new roles

Any user with Manage roles and users can create new roles for Role Based Access Control.

The following steps demonstrate how to create a new role.

  1. On the main navigation bar, click the Gear icon.
  2. In the dropdown, click Manage Roles.

    The Roles interface appears.

  3. Click New Role.
  4. The Role definition interface appears, open on the Privileges tab.
  5. In the Role definition interface, name and save the new role.
  6. In Name, enter the name of the new role.

    We used Test Role 1.

  7. In Description, enter a brief purpose for the new role.
  8. Click Save.

    CDP Data Visualization generates a success message.

    To check that the role exits, click Roles at the top of the menu.

    Notice that the new role is in the list of roles.

Next, continue by defining Role privilages and Editing role assignments for the new role.