pp108 : Assigning Sub-Roles

Assigning Sub-Roles

This topic describes the procedure to assign sub-roles to roles using the User Manager.

Before you begin this task: You must have the role of systemAdmin or organizationalAdmin to assign sub-roles to a role.

You can extend the functionality of a role by assigning other roles to it. The roles that are being assigned are referred as sub-roles. By assigning sub-roles, you are deriving and grouping a set of privileges of the existing roles and assigning them to another role. This sub-role assignment is applicable only to Custom or Organizational roles. You can assign sub-roles in multiple forms as described below:
Go to CUSP > My Applications, click (User Manager) and select Roles - Roles view in the User Manager window.

  • To assign single sub-role to a single role, follow the below steps:
    1. Select a role in the Roles - <(alphabets)> pane.
    2. Select a sub-role in the Roles pane.
    3. Right click the sub-role and click Assign to Selected Role(s). The required sub-role is assigned to the selected role.
  • To assign a single sub-role to multiple roles, follow the below steps:
    1. Select multiple roles in the Roles - <(alphabets)> pane, by holding down the CTRL key.
    2. Select a sub-role in the Roles pane, right click it and click Assign to Selected Role(s). The required sub-role is assigned to multiple roles.
  • To assign multiple sub-roles to a single role, follow the below steps:
    1. Select a role in the Roles - <(alphabets)> pane.
    2. Select multiple sub-roles in the Roles pane, right click them and click Assign to Selected Role(s). The required sub-roles are assigned to a role.
  • To assign multiple sub-roles to multiple roles, follow the below steps:
    1. Select multiple roles in the Roles - <(alphabets)> pane by holding down the CTRL key.
    2. Select multiple sub-roles in the Roles pane, right click them and click Assign to Selected Role(s). Multiple sub-roles are assigned to multiple roles.
    Tip: Alternatively, drag & drop the roles from Roles pane to the selected role(s) in the Roles - <(alphabets)> pane.

    Important:

    • A role cannot be a sub-role for itself.
    • You cannot assign or revoke sub-roles for Application and systemAdmin roles.
    • You cannot assign or revoke sub-roles for a role, if it is selected along with an Application role or systemAdmin role.

Note: Refer to Revoking Sub-roles from Roles to remove the assignment of sub-roles from roles.

Related tasks

Assigning Roles to Users
Assigning Tasks to Users
Assigning Teams to Users
Assigning Tasks to Roles
Revoking Sub-Roles from Roles