To add a new Security Role, go to Setup > Security > Security Roles and click the +New button  and complete the following information:

  • Name*:  Text field
  • Description*:  Text field
  • Secured Personas:  Drop-down selection
  • Permissions:  Click the arrow icon  to the left of the permission to show the options for each individual permission. 

Once you’ve completed the fields and selections, click the Save button . The newly created Security Role will now be viewable within the menu.

The new Security Role will be available to grant to a new or existing Security Group or Security User.