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− | < | + | = Creating Roles= |
+ | __NOTOC__ | ||
+ | |||
+ | To create a new security role: | ||
+ | #Go to '''Configuration > Roles'''. | ||
+ | #In the '''Role''' pane, click '''New''' [[File: WM_851_icon-new.png|link=]] .<br> A new security role appears in the '''Role''' pane with a default name. | ||
+ | #In the '''Role Privileges''' pane, change the '''Name''' of the role (if desired). | ||
+ | #Assign privileges by expanding items in the list and selecting/clearing the check boxes.<br> For a complete description of all privileges, see [[RolPrvlgsOvrw|Role Privileges]]. | ||
+ | #Click '''Save Now''' [[File: WM_851_icon-save.png|link=]] . | ||
+ | |||
+ | '''Next Step:''' Assign the security role to a user. | ||
+ | |||
+ | == Using Copy to Create Roles== | ||
+ | To create a security role using copy: | ||
+ | #In the '''Roles''' pane, select an existing role.<br> If there are many roles in the list, enter the role name in the '''Search''' field to find it quickly. | ||
+ | #Click '''Copy''' [[File: WM_851_icon_copy.png|link=]] .<br> A copy of the selected role appears in the '''Roles''' list. | ||
+ | #Select the copy and click '''Role Privileges'''. | ||
+ | #Rename and assign privileges to the role by selecting or clearing the check boxes, as required. | ||
+ | #Click '''Save Now''' [[File: WM_851_icon-save.png|link=]] . | ||
+ | |||
+ | [[Category:V:PSAAS:Julie]] |
Revision as of 18:03, June 10, 2019
Creating Roles
To create a new security role:
- Go to Configuration > Roles.
- In the Role pane, click New
.
A new security role appears in the Role pane with a default name. - In the Role Privileges pane, change the Name of the role (if desired).
- Assign privileges by expanding items in the list and selecting/clearing the check boxes.
For a complete description of all privileges, see Role Privileges. - Click Save Now
.
Next Step: Assign the security role to a user.
Using Copy to Create Roles
To create a security role using copy:
- In the Roles pane, select an existing role.
If there are many roles in the list, enter the role name in the Search field to find it quickly. - Click Copy
.
A copy of the selected role appears in the Roles list. - Select the copy and click Role Privileges.
- Rename and assign privileges to the role by selecting or clearing the check boxes, as required.
- Click Save Now
.
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