Creating a custom role

You can create new roles or copy an existing role and make changes to suit your needs.


The Manage Roles task must be assigned only to users with the administrative privileges as this task implicitly gives permissions to all folders in the directory.

To create a custom role

  1. Go to Settings > Roles view.

  2. In the Roles view, on the taskbar, click Create Role.

  3. In the Create or Edit Custom role wizard > Specify Custom Role details panel, type the name of the role.

  4. Type a brief description of the new role and then click Next.

  5. In the Specify tasks for custom role panel, select the tasks for the new role. To select the tasks do the following:

    • From the roles list, select a role. The tasks for the selected role are listed in the tasks list.

    • From the tasks list, select the tasks. Click Add for each task you select or you can click Add all to select all tasks from the tasks list.

    The Selected Items section lists all the tasks that you added from the tasks list.

  6. Repeat step 5 to select tasks from a different role.

  7. Click Next.

  8. In the Summary panel, review the tasks that you have selected for the custom role.

  9. Click Back to make changes.

  10. Click Finish to close the wizard.

More Information

Copying a role