Complete this task to create roles for your Connect applications.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Roles page, click Create. The Role: New page opens.

 

2

Enter a name to identify the role in the Name field.

 

3Enter any additional information that helps identify the role in the Description field.

 

4In the Rights section, click the tab for the Connect application to assign elements and actions.  
5Select the relevant checkboxes to grant rights to elements and actions the user should be able to perform.

Repeat the steps and assign the role the rights to perform actions in all relevant applications.

6In the Reports section, click the tab for the Connect application to assign report viewing permissions. 
7Select the relevant checkboxes to grant report viewing rights for the user.

Repeat the steps and assign the report viewing rights in all relevant applications.

8

Click Apply.

 

 

9Click Save to save and close the page. 

 

 

 

 

 

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