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Navigate to the the /RoleManager URL  URL then click the Roles menu. You need to have a System Admin access to access this page. On this page, you can:

  • Create a new role;

  • Edit or delete an existing role.

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Maintain the basic information

  • Name and description of the role;

  • Optionally, select the email template for the role. The selected template will be used to insert a section about this role in the emails sent to the user.

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Maintain claims assigned to the role

  • Select the claim to add to the role. Use the functional area filter to narrow the list of claims.

  • At the current assignment list, remove the claim assigned.

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Setup the default user assignment rule 

  • Setting up the default assignment rule is optional;

  • The role can either be assigned to all new users or be assigned to users in the specified user groups;

  • Assign to users in user groups only applies to users imported from an external authentication provider that supports user group, e.g. AD.

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