Adding a User Role

  1. Navigate to Administration > Account Management > User Roles.

    The User Roles screen appears.

  2. On the working area, click Add.

    The Add Role screen appears.

  3. On the working area under Role Information, type a unique user role name in the Name field.
  4. Provide a meaningful description for the user role in the Description field.
    Note:

    The description appears in the User Roles list. Providing a meaningful description can help administrators quickly identify a user role if the user role name cannot fully convey the use for the user role.

  5. On the working area under Menu Access Control, select the accessible menu items for the user role. The following menu items are accessible to every user role: Dashboard, Favorites, and Help.
  6. If you selected Policies or any of its submenu items, select a permission under Policy Management.

    The following table lists the operations in the Policy Management screen (Policies > Policy Management) that each permission allows.

    Operation

    Permission

    Full Control

    Maintain

    Read Only

    Create a policy

    Allowed

    Not allowed

    Not allowed

    Copy a policy's settings

    Allowed

    Not allowed

    Not allowed

    Inherit a policy's settings

    Allowed

    Allowed

    Not allowed

    Import policies

    Allowed

    Not allowed

    Not allowed

    Export policies

    Allowed

    Allowed

    Allowed

    Delete a policy

    Allowed

    Allowed

    Not allowed

    Reorder policies in the list

    Allowed

    Allowed

    Not allowed

    Refresh the policy list

    Allowed

    Allowed

    Allowed

  7. Under Data Loss Prevention, select the option to monitor, review, and investigate DLP incidents triggered by all users.
  8. Click Save.

    The User Roles screen appears and the new user role appears in the User Roles list.