Creating Roles

This topic describes the process to create a role.

Before you begin this task:

Creating a role will help you define the privileges that you can associate with a user. This enables the user to use certain features of Process Platform and perform specific tasks.

Select a starting point and click to open the Role Editor. The <UntitledRole> - Role window is displayed.
Note: By default, the Functional role type is selected. Refer to copy Understanding Roles to select the appropriate role type.
Provide the appropriate name and description for the role in the Name and Description fields.
Click .
Note: Alternatively, do the following:
1. Click before providing the name and description in the <UntitledRole> - Role window.
2. Provide the name and description in the Save Document dialog box that appears.
3. Click Save in the Save Document dialog box.

After you complete this task:

Publish the role to deploy it in the current organization.
After you create a role, you can assign sub-roles and tasks to it.

pp108 : Creating Roles

Creating Roles