Creating a Role |
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Before you begin this task:
You must have the role of a systemAdmin or organizationalAdmin to create a role.
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.
- On CUSP > My Applications, click (User Manager). The User Manager window appears.
- Select Roles - Roles View or Roles - Users View or Roles - Tasks View in the User Manager window and click . The Create Role page appears.
- Type a name in the Name field.
- Roles available with the current organization and those in application package are displayed in the Roles pane.
- Select the required roles and move them to the Selected Roles pane by clicking .
Note: The new role will derive the privileges of the selected role. Unwanted roles can be removed from the Selected Roles pane by clicking . - Click Save button .
A role is created. After creating a role, if you wish to edit the details, right-click the role and select Edit option.
Note: Select Include internal roles option to assign the internal roles such as everyone role.