Create New Role

  1. Navigate to the Configure area, Security page, and click on the Roles tab.
  1. Click + New Role in the left sidebar.

  1. The New Role modal will open, enter a name for the Role in the Role Name field.

  1. Select the permissions for the role.  See Understanding Permissions for a description of each of the permissions available for participant workflows, participants and submission data.
  1. Click Save to create the role or click Cancel to return to the existing list of roles.