Adding Roles to a User
You can add roles to users by using the Edit Security Roles lightbox in the User Details panel.
Adding a Role to a User:
1. | If needed, select a user in the list and double-click it. |
The Users Details panel opens.
2. | Select the Direct Roles tab. |
The tab displays the Orchestration Console roles currently associated with the user.
3. | Click the Edit icon at the bottom right of the window. |
Use the Edit Security Roles lightbox to add roles.
4. | Navigate through the scope tree by clicking the Expand arrows to open child scopes. |
You can only select scopes for the roles that you are allowed to manage.
A role can only be associated with a Sales Scope or a Dependent Scope, not a Virtual scope. The Add icons that appears beside each scope as you navigate the tree will be grayed out for Virtual Scopes.
When assigning roles to a group, you can select both system and custom roles.
5. | When you have found a scope that you want to select, click Add to the right of the scope name. |
The scope name appears in the Selected Scope list.
6. | Find and select all the scopes that you want to add. |
7. | Click Continue to Step 2 at the bottom right of the lightbox. |
The Role tab opens.
Ensure that a Scope is selected in the Selected Scope column. Once selected, a list of eligible Roles for the selected Scope is displayed. By default, All Applications are displayed.
The second column displays all of the Roles per application.
8. | If needed select an application by clicking the Expand arrow to reveal the list. |
9. | Add a role by mousing over it and clicking the Add sign next to the role. |
Selected roles appear in the Roles list.
10. | Click OK. |
11. | Click the Save icon . |
Once you have saved the changes, system-generated roles, also known as child roles, will appear in the Effective Roles tab for this user.
REFERENCES
• | Creating Users |
• | Enabling a User |