Managing Roles

Access the Security Roles Page

Procedure

In the Applications menu, navigate to ADMIN > Security Manager > Roles.
The Security Roles page appears.

Create a Security Role

Procedure

  1. In the Applications menu, navigate to ADMIN > Security Manager > Roles.
  2. In the left pane, select .
    The New Role workspace appears, displaying a blank Security Role form.

    -or-

    If you want to create a new subgroup, in the left pane, select the Security Role to which you want to add the subgroup, and then select New Role.

    The New Role workspace appears, displaying a blank Security Role form.

  3. As needed, enter values in the available fields.
  4. Select .
    The Security Role is saved.

What To Do Next

Security Role Records

Security Role records contain information related to each unique Security Role in APM. This topic provides an alphabetical list and description of the fields that exist for the Security Role family. The information in the table reflects the baseline state and behavior of these fields.

FieldData Type Description Behavior and Usage
CaptionCharacterA title or explanation that identifies the Security Role. A property that specifies how the Security Role is labeled throughout the software interface. Note that most captions can be localized.This field is required. You can enter text to define this value manually.

Description

CharacterA detailed description of the Security RoleThis field is optional. You can enter text to define this value manually.
IDCharacterThe ID for the Security RoleThis field is required. You can enter text to define this value manually.

Assign Security Users to Roles

Before You Begin

About This Task

This topic describes how to assign multiple Security Users to a Security Role on the Security Roles page. You can also assign multiple Security Roles to a Security User on the Security Users page.

Procedure

  1. In the Applications menu, navigate to ADMIN > Security Manager > Roles.
  2. In the left pane, select the Security Role that you want to assign to the Security User.
    The workspace for the selected Security Role appears.
  3. In the Security Users section, select .
    The Assign Users window appears, displaying the available users.
  4. Beside each Security User that you want to assign the to the Security Role, select the check box.
  5. Select .
    The updated Security Role properties are saved.

Remove Security Users from Roles

Procedure

  1. In the Applications menu, navigate to ADMIN > Security Manager > Roles.
  2. In the left pane, select the Security Role from which you want to remove Security Users.
    The workspace for the selected Security Role appears.
  3. In the Security Users section, beside each Security User that you want to remove, select the check box.
  4. Select .
    The selected Security Users are removed.
  5. Select .
    The updated Security Roles properties are saved.

Assign Security Groups to Security Roles

Before You Begin

About This Task

This topic describes how to assign multiple Security Groups to a Security Role on the Security Roles page. You can also assign multiple Security Roles to a Security Group on the Security Groups page.

Procedure

  1. In the Applications menu, navigate to ADMIN > Security Manager > Roles.
  2. In the left pane, select the Security Role that you want to add to the Security Group.
    The workspace for the selected Security Role appears.
  3. In the Security Group section, select .
    The Assign Groups window appears.
  4. Beside each Security Group that you want to assign the to the Security Role, select the check box.
  5. Select .
    The updated Security Role properties are saved.

Remove Security Groups from Roles

Procedure

  1. In the Applications menu, navigate to ADMIN > Security Manager > Roles.
  2. In the left pane, select the Security Role for which you want to remove the Security Group.
    The workspace for the selected Security Role appears.
  3. In the Security Groups section, beside each Security Group that you want to remove, select the check box.
  4. Select .
    The Security Groups are removed.
  5. Select .
    The updated Security Roles properties are saved.