Infront Portfolio Manager

Create roles and system roles

Proceed as follows to create a new role:

  1. Select the FILE, NEW, ROLE or FILE, NEW, SYSTEM ROLE command in the main menu.

  2. Then give the role a name on the right-hand side of the workspace and assign sub-roles and rights to it if necessary. For details, read the following section Edit objects.

  3. Save the entries using the FILE, SAVE command or the "Save" button in the toolbar.