1.
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Enter a Name for the new role.
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2.
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Enter a Description for the new role.
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3.
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Specify the Role Type:
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A Policy management and reporting role allows administrators the ability to create filters and policies and apply them to manage clients. Administrators in these roles may also be given permission to report on managed clients or all clients.
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An Investigative reporting role allows administrators to report on their managed clients only, using the investigative reports tool. Managed clients in an investigative reporting role may also be added to a policy management and reporting role.
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4.
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Click OK to display the Edit Role page and define the characteristics of this role. See Editing roles.
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