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

Click Update. The Role: [name] page opens.

Update the relevant information via the applicable steps below...

 
3

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

 

4Enter any additional information that helps identify the role in the Description field.

 

5In the Rights section, click the tab for the Connect application to assign elements and actions.  
6Select/deselect the relevant checkboxes to grant/remove rights to elements and actions.

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

7In the Reports section, click the tab for the Connect application to assign/unassign report viewing permissions. 
8Select the relevant checkboxes to grant/remove report viewing rights for the user.

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

9

Click Apply.

 

10Click Save to save and close the page. 

 

 

 

 

 

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