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Add a Global Role

You may add any number of new global roles.


  1. Sign in as a user with at least the Security Administrator capability global role assignment .
  2. Go to MANAGE > Global Roles in the banner
  3. Click Add .
  4. Provide Name and Definition .
  5. Use the Capabilities pick list to select capability assignments for the global role.
  6. Select Group assignments from the Users/Group pick list for the global role assignments.
  7. Click OK .
Information note

You may create a new role based upon an existing one by using the Duplicate Role context menu item on the existing line.


Sign in as Administrator and go to MANAGE > Global Roles.

Click Add and enter “UI Customization” for the Name and “Users who can create and edit worksheets, dashboards and presentations” in Definition .

Then pick the Application Administration and Worksheet Customization capabilities.

Click CREATE .

Information note

The License is of type Producer . This is assigned automatically. If a role has any capability type Producer , then it is of type Producer , otherwise if all capabilities for that role are Consumer only, then it is of type Consumer .

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