Create a role

Create a role to control access to features and capabilities in applications and modules. The new role does not have access to any application or module until you add other roles to it or add the new role to the appropriate applications and modules.

Before you begin

Role required: admin

About this task

Once access has been granted to a role, all of the groups or users assigned to the role are granted the access. Roles can contain other roles, and any access granted to a role is granted to any role that contains it.

For a complete list of the roles included with the base instance, see Base System Roles.

Procedure

  1. Navigate to User Administration > Rolesand create a new record.
  2. Complete the form.
    Field Description
    Name Enter a name for the role.
    Application Select the application that contains this record.
    Elevated privilege Select this option to mark this role as required to elevate to high security. Roles that require users to elevate to high security grant modification access to the High Security Settings and allow the user to modify the Access Control List, directly import XML files, and access the Scripts - Background module. See Elevated privilege roles for more information.
    Description Select the roles to delegate to the group member.

Grant a role access to applications and modules

Roles control access to features and capabilities in applications and modules. You add a role to an application or module to enable the role to grant access to the application or module for all users with the role.

Before you begin

Role required: admin

Procedure

  1. Navigate to System Definition > Applications or System Definition > Modules.
  2. Click the appropriate application or module to open it in form view.
  3. Click the lock to open the Roles field.
  4. Use the slushbucket to add the desired roles to the application or module.
  5. Click the lock to close the Roles field, and then save your changes.

Create a group role

Create a group role to control access to features and capabilities in applications for all members in a group.

Before you begin

Role required: admin

Procedure

  1. Navigate to User Administration > Group Roles.
  2. Click New.
  3. Fill in the fields on the form and then click Submit.
    Field Description
    Group Select a group.
    Role Select the role to apply to the group.
    Inherits Select this option to have all members of the group inherit the role. This option is selected by default.