Creating roles and assigning permissions

Follow these steps to create roles and assign permissions to them.

Procedure

  1. Click Settings > Role Configuration.
  2. In the Role Configuration pane, click Create New Role.
  3. In the Create New User Role dialog box, enter a name for the role, then click Save.
  4. To display the list of product areas, select the role.
  5. With the role selected, select the product area to which you want to assign permissions. All security types for the selected product area are displayed. For information about creating security types, see Creating security types.

    In the following figure, the security types for the Agent product area are displayed. Because the agentSuper role is selected, only that role is affected by permission changes to the Standard Agent and agentManager security types. That is, if you select the Agent product area for the deploySuper role, the granted permissions would reflect the settings defined the last time that role was modified.

    Product area security types
  6. In the Permissions Granted to Role Members pane, grant permissions by selecting the associated check box for a security type. New roles do not have any permissions that are granted to them.

    You can select all edit subpermissions by clicking the Edit check box. To deselect all subpermissions, click the check box a second time. Select individual subpermissions by expanding the Edit list and clicking the appropriate check boxes. For information about edit subpermission, see Security types

What to do next

Assign roles to users by adding users or groups to teams. Users must be assigned roles when they are added to teams. See Assigning users to teams.

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