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 it to the appropriate applications and modules.

Before you begin

Role required: admin

About this task

Once access has been granted to a role, all 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.
Note: You cannot rename roles of any kind in the Now Platform. If you manually create a role, you cannot rename it once you save it.
Note: Move this action to the background so you are not waiting when adding a number of group members by adding the system property glide.ui.schedule_slushbucket_save_for_group_roles. Set the system property to true. The system user is used to create the new records or update existing records since the action is running in background.

Procedure

  1. Navigate to All > User Administration > Roles and create a new record.
  2. Complete the form.
    FieldDescription
    Name Enter a name for the role.
    Requires Subscription Indicates if users with this role require allocation to a subscription in the Subscription form in Subscription Management) to stay in compliance.
    Yes
    Chargeable user role that requires allocation of users with this role to subscriptions. These user roles appear in the Associated Roles related list in the Subscription form when you associated with downloaded plugins for a subscription. To learn more, see Subscription form.
    No
    Not a chargeable role.
    Unspecified
    Neither
    Application Select the application that contains this record.
    Elevated privilege A role that requires elevated privilege prevents the system from assigning it to a user at login. Instead, a user must manually elevate privileges to receive the elevated role. Select this option to mark this role as required to elevate it to high security. 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 All > 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 All > 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.
    Note: To move this action to the background so you are not waiting when adding a number of group members, add the system property glide.ui.schedule_slushbucket_save_for_group_roles and set it to true.