Product Documentation

Create or copy security roles

Jun 05, 2015
Updated: 2013-02-12

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 box.

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

For detailed information about Role Setup fields, see Role Setup.

For detailed information about Role Permissions settings, see the following topics:

To create a new security role

When you create a new security role, the Role Setup section is blank and the Role Permissions access settings are set to a default value of None and all Menus, Pages, and Reports selections are cleared.

  1. From the Services Manager menu bar, select Configuration > Security > Security Roles.
  2. Click New Role. A new Role Management dialog box is displayed.
  3. Complete the fields and selections in the Role Setup section and modify the Role Permissions section as required, then click Save.

To copy an existing security role

When you create a new security role, the Role Setup section is blank and 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 box. A new Role Management dialog box is displayed.
  4. Complete the fields and selections in the Role Setup section and modify the Role Permissions section as required, then click Save.