Previous Topic: View Role DetailsNext Topic: Add Users to an Existing Role


Add a Role

Roles are created from the Role Details page.

When adding a role, you determine exactly which actions the role may perform in each part of CA Business Service Insight. You can also determine which users and user groups should belong to the role.

Follow these steps:

  1. In the Roles page, click Add New.

    The Role Details page opens.

    Name

    Enter a name for the role.

    Description

    Enter a description for the role. The description can be viewed or searched by in the Roles list page.

    Actions

    Select the check boxes representing the actions (View, Add, Update or Delete) the role can perform on each component of the application. Use the scroll bar to view all application components.

    For the complete list of application components, see List of Role Application Components.

    When defining permissions:

    • Clicking Check All object selects all the permissions for role.
    • Clicking Uncheck All object clears all the permissions for the role.
    • Clicking the name of an application component selects/clears all the permissions for that component.
    • Clicking the name of an action (View, Add, Update and Delete) selects/clears that action for each application component.
    • Selecting Add or Delete in any row automatically selects View and Update as well.
    • Selecting Update automatically selects View.
    • Clearing View in any row automatically clears the whole row.
    • Clearing Update automatically clears Add and Delete as well.
    Users/User groups

    Select the users and/or user groups that should belong to the role from the Available list and click the arrow or double-click the user or user groups. The users are moved to the Users/User Groups list.

  2. Click Save.

    The role is saved.

    If users belong to multiple roles, they can perform the functions permitted by each role.