Creating roles

A user must be assigned to a role to be considered as Active.

To create roles:

  1. Select Configuration > Security > Roles.
  2. Click New.
  3. Specify this information:
    Name
    The name of the role as displayed in the application.
    Note: You cannot modify this value after the role is created.
    Description
    A description for the role.
  4. Click the Permissions tab. This tab allows you to assign permissions for a role, from the pre-defined list.
  5. Select the required permission from the Available list column and click >>. The selected permissions are displayed in the Selected list column and assigned to the role.
  6. Click the Users tab. This tab allows you to define the users for the role.
    Note: You can only select the users on the Users tab when you logged in as an internally managed user (on-premises or single-tenant).
  7. Select the users from the Available list column and click >>. The selected users are displayed in the Selected list column and assigned to the role.
  8. Click Save.
Note: 
  • You can modify the details of a role using the Edit option.
  • You can delete the roles using the Delete option.
    • For externally managed user, the role cannot be deleted, if a user is assigned to the selected role.
    • For internally managed user, the role cannot be deleted if a user has a lock on a scenario and is not a member of another role.