Linking a Role Group to an Actor Context Record

This procedure provides the steps for assigning a template to an Role Group. A template must already exist before you perform this procedure.

  1. In the Security Administration, select Administration > Actor Context Template.
  2. On the Actor Context Template List, select More Actions > Create Actor Context From Template. The Actor Context Template dialog box opens.
  3. Select Role Group.
  4. Populate the appropriate fields on the Actor Context Template dialog box.
    1. For Actor Context Template: Select a template from the list.
    2. Select the Role Groups to be linked.
    3. For How to Process If Actor Context Already Exists: If you are updating existing Role Groups that might already have a value for at least one of the Actor Contexts, select Replace to update the existing value or Skip to retain the existing value. The value you select applies to all records that have existing Actor Context values.
  5. Click Submit.