Creating a Custom Role

Provide information on these tabs to create a custom role in Certification Manager:

• Role Info : Provide this information on this tab:
  1. A unique name to identify this role. The name specified here cannot be modified later.
  2. A description for this role.
  3. The Copy Privileges As field enables you to select an existing role and use it as the base for your custom role. This is useful to retain most of the privileges contained in the already existing role and make a few modifications to them. To copy role privileges, type in part of the role name or click the Browse icon. All the standard Certification Manager roles and the custom roles are displayed in the Browse Roles pop-up window. Select the required role and click OK. This is an optional step.
  4. Click Next or click the Customize Privileges tab.
• Customize Privileges : This tab enables you to assign privileges or permissions to the role and displays a tree view of all Certification Manager menu items as they appear on the user interface. Roles may be assigned access to all pages within a menu and all the actions on those pages, or you can assign a few specific pages and actions. For example, you can assign only view privileges for the Processes page, but not privileges to create or purge a review process.
  1. Select or clear the required pages and actions to customize the role privileges to suit your requirement.
  2. Click Finish. The newly created custom role is displayed on the Custom Roles panel of the Role Management tab.