Adding a Role

Organization roles are roles added by a user.

Prerequisite

Access Manager role

Procedure

1. Call up the Access management > Roles menu.
2. Click .

   The Add role dialog window will open with the Details step.

   

3. Complete the Name and Description fields in the Details step.
4. Click Next.

   The Permissions step appears.

   
   

5. To limit the number of roles displayed, implement the following settings:

   In the Modules drop-down list, select the module in which the required role is located.

   Or:

   Enter the required role designation in the Search text field.

   Or:

   Use the Resources drop-down list to filter by resource type.

6. To assign the required permissions to the selected roles, click the corresponding icon:
   • Create objects
   • Read objects
   • Edit objects
   • Delete objects
   • Execute objects

   Selected permissions are displayed in white on a blue background.

7. To revoke permissions, click the required permission again.

   Deselected permissions are displayed in blue on a white background.

8. To assign or withdraw all permissions, click .

   Permissions that cannot be assigned, for example, due to a lack of permission from the current user, appear in gray and cannot be selected.

9. Click Next.

   The Summary step will open.

   

10. To edit details, click on Back or on the required step.
11. To save the details, click Save in the Summary step.

The role is created and is displayed in the overview.

• To change a role's data, continue with Updating a Role.
• To assign a user to a role, continue with Assigning a User to a Role.