Create a New Role

Prev Next

Create and configure a new role in SysTrack, including duplicating an existing role, adjusting settings, and applying it through a configuration.

Video Transcript

To create a new role, navigate to the Roles page in Configure, and click the plus sign beside the dropdown list to copy an existing role. Instead, select a role from the dropdown list and click the Duplicate button. In this example, we will create a new role.

You can choose to password‑protect your role to prevent anyone else from making changes. Other administrators will be able to apply this role to configurations, so you should add a detailed description of the role, including its purpose.

If you already know what settings to change, you can search for them by entering a keyword and selecting the Filter All Results button. The settings that can be changed are found in the tabs and drop‑downs.

Changes made in the new role are not yet applied to any systems in the environment. For that to occur, go to the Configuration page and apply the new role to a configuration, which is then assigned to one or more systems.