The level of access and actions that users can perform on a resource, such as a document, content item, or site, is determined by the role (or permission) assigned to them when the resource is shared. This may involve roles like site managers, folder administrators, or site leads.
NAVIGATION STEPS:
Step 1: Log in to the instance and access the Setup and Maintenance page by selecting the profile icon.
Step 2: Open the Taskbar and click the Search option.
Step 3: Look for “Manage Resource Role”.
Step 4: Click the “+” icon to create a new Resource Role.
Step 5: Generate a Role by entering a Role Name, Role Code, and Role Type. Check the requisite checkboxes.
Step 6: Click “Save and Close”
The newly created role will appear, as depicted in the screenshot below:
By following the above six-step guide, you can successfully create a Resource Role.
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