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Create a User Role
Adam Gruenberg
Created on November 16, 2023
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Transcript
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This clickable walkthrough will take you through the process of creating a user role with unique permissions.
Create a User Role as an Administrator
Try it out! Scenario
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In this scenario, we'll create a role for a user who will be primarily using Sourcing tools in Fountain. They should also have access to Analytics as they'll be reviewing data to gauge the success of their Sourcing efforts.
Click Add User Role.
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Start by adding a name for the Role. Since this person will be given Sourcing-level permissions, let's call it "Sourcing Specialist"
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Scroll down to see more permissions.
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Under the Sourcing group, click Manage sourcing.
Manage sourcing comes with a couple different sub-permissions selected by default. We'll keep those checked to give this Role full access to Sourcing.
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This role should also have access to review the Analytics tab. Select Use analytics tools and exports under Account.
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All of the permissions needed for this Role have been selected, so now we can create it.
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You're all set! You've successfully created a Role dedicated to Sourcing with the ability to see Analytics. You can now begin applying the Role to your users.
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