Product Documentation

Copying or Creating a Security Role

Jun 05, 2015

The default roles in services manager cannot be deleted or modified but can be copied and used as a template for a new role. You can also create a completely new role through the New Role dialog.

A security role consists of Role Setup and Role Permissions information and settings.

Copying a Security Role

When you copy an existing security role:
  • The Role Setup area is blank.
  • The Role Permissions area contains the access settings of the copied security role.
  1. Select Configuration > Security > Security Roles to display the list of security roles.
  2. Click a role from the list to expand the role properties.
  3. Click Copy at the bottom of the Role Management dialog.

    A new Role Management dialog is displayed.

  4. Complete the fields and selections in the Role Setup area and modify the Role Permissions area as required, then click Save.

Creating a Security Role

When you create a new security role:
  • The Role Setup area is blank.
  • The Role Permissions access settings are set to a default value of None and all Menus, Pages, and Reports selections are cleared.
  1. Select Configuration > Security > Security Roles.
  2. Click New Role.

    A new Role Management dialog is displayed.

  3. Complete the fields and selections in the Role Setup area and modify the Role Permissions area as required, then click Save.