Manage Roles

Navigate to the /RoleManager 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.

Open

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.

Open

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.

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.