Managing Roles and Permissions

You can create a role and assign the related permissions to grant access to the required application. You can assign and edit the roles and permissions to the user through the Role Management tab via the Quick Actions menu as shown in the following screen capture. 

There are pre-defined roles with default permissions that provide access to applications such as WAS, AV, CSAM, PM, and so on. For more information on default roles and related permissions for each module, see Default Roles and Permissions.

Quick Actions on a Role

The following are the quick actions performed on a role. Select the role and right-click to view the Quick Actions menu.

Viewing a Role | Editing a Role | Adding a Role | Removing a Role | Adding Permissions to a Role | Removing Permissions to a Role 

Viewing a Role

Select the role, and from the Quick Actions menu, you can view the role details, permissions assigned to the role, and the action log details of the role.

 You can edit the details using the Edit option on the Role View: Role window or the Edit option from the Quick Actions menu. 

Editing a role

Complete the following steps to edit a role

1. Select the required role and click Edit from the Quick Actions menu. 

2. (Optional) On the Role Details tab, edit the Name and Description.

3. On the Permissions tab, perform the following:

     a. Update the UI Access and API Access checkboxes as required. 

     b. Add or remove any module if required.

     c. Add or remove any permissions for the required module.

         

4. (Optional) View the Action Log.

5. Click Save.

Adding a Role

To add a role to the user, perform the following steps: 

    1. Select the role, and from the Quick Actions menu menu, click Add To Users. An Assign Roles To Users window is displayed. 

    2. In the Users field, enter few of a characters to view the auto-suggestions. Select the user you want the role to assign to. You can add multiple users. 

   4. (Optional) To delete a selected user, click Remove. 

   5. Click Save. A success message appears that mentions that the role is added to the user. 

Removing a Role

To remove a role from the user, perform the following steps: 

   1. Select the role, and from the Quick Actions menu, click Remove From Users. A Remove Roles From Users Users window is displayed. 

  Note: If a role is not assigned to any user, this option is disabled. 

  2. In the Users field, enter few of a characters to view the auto-suggestions. Select the user whose role you want to remove. You can add multiple users.

3. (Optional) To delete a selected user, click Remove. 

4. Click Save.
    A success message is displayed.

Adding Permissions to a Role

To add permissions to the role, perform the following steps: 

1.  Select the role, and from the Quick Actions menu, click Add Permissions. An Add Permissions to Roles window is displayed. 

2. In the Modules field, select the required module to grant access to.

3. For the selected module, click Change and expand the categories to select the checkboxes for required permissions. 

4.  Click Save. 
     A success message is displayed. 

Removing Permissions from a Role

To remove permissions from a role, perform the following steps:

1.  Select the role, and from the Quick Actions menu, click Remove Permissions. A Remove Permissions From Roles window is displayed. 

2. For the listed modules, click Details and expand the listed categories.

3. Select the checkboxes for the permissions you want to remove.

4. Click Save. 
    A success message is displayed.