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Setting Up Roles and Permissions

In this tutorial, you'll create three roles and assign permissions to them.

Before you begin

  1. Expand Settings in the navigation pane.
  2. Click Security Setup. The Security Setup view opens.

Viewer User Role

This role grants users permission to read data but not to create, update, or delete it.

  1. In the Roles pane, click Add Role. The Role dialog box opens.
  2. For the Role Name, type AcmePetViewer.
  3. Click OK. The role is created with the default permissions.
  4. Scroll to the Permissions pane.
  5. Click Add All. The Permission: addAll dialog box opens.
  6. Toggle the Read operation to Yes. Leave the rest set to No.
  7. Click OK.

Editor User Role

This role grants users permission to create and update data but not to delete it.

  1. In the Roles pane, click Add Role. The Role dialog box opens.
  2. For the Role Name, type AcmePetEditor.
  3. Click OK. The role is created with the default permissions.
  4. Scroll to the Permissions pane.
  5. Click Add All. The Permission: addAll dialog box opens.
  6. Toggle the Create, Read, and Update operations to Yes. Leave the Delete operation set to No.
  7. Click OK.

Admin User Role

This role grants users permission to create, read, update, and delete data.

  1. In the Roles pane, click Add Role. The Role dialog box opens.
  2. For the Role Name, type AcmePetAdmin.
  3. Click OK. The role is created with the default permissions.
  4. Scroll to the Permissions pane.
  5. Click Add All. The Permission: addAll dialog box opens.
  6. Toggle the Create, Read, Update, and Delete operations to Yes.
  7. Click OK.

Next step: Assigning Roles to Users