Choose Refresh to update the list of roles. Any changes that another administrator made to the roles available are displayed.

Choose New to define a new role. In New role, type the role name and a description, and select the functionalities to grant to the role. In Functionalities, select the triangle to expand a functional category. Select the higher-level category to include all elements, or select individual elements in the category list to configure a more restricted subset of privileges, as shown in Figure 1‑7.

In the list of roles, select a role. Then, click Actions and choose Modify to change the settings specified for the role. In Updating role, update the role name or description, select any additional functionalities or privileges to grant to the role, or remove a functionalities selection to remove from the role. For example, after upgrading a license to support a new plug-in, such as Campaign Workflow (Cworkflow), enable the module by assigning the functionality to a security role.

In the list of roles, select a role. Then, click Actions and choose Create As to define a new role containing the settings specified for the selected role. Create As copies the functionalities for the selected role to the new role definition. In Create As, type the role name and a description. Then, select any additional functionalities to grant to the new role. Deselect functionalities to remove from the new role.

In the list of roles, select a role. Then, click Actions and choose Delete to remove a role. In Deleting role, the name, description, and list of functionalities appears.