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Client Tools Guide › Edit Menu › Create a Role (Configuration Only)

Create a Role (Configuration Only)

In the course of the Discovery process, new relationships may be discovered, which were previously unknown, and you may need to create new roles to support these relationships.

Follow these steps:

  1. Click Edit, New Role.

    The Role window opens. CA GovernanceMinder automatically provides a numeric Role ID.

  2. Use the options in the drop-down lists to set the values for Owner, Type, Organization, Organization 2 and Organization 3 fields.
  3. Enter descriptive text in each of the Rule and Description edit fields.
  4. The New Role window contains the following fields:

Field

Description

Role ID

By default, CA GovernanceMinder increments the role ID by 1 digit each time a new role is added. This field is a key field and is non-modifiable by the Role Engineer.

Name

By default, CA GovernanceMinder inserts the name “Role nnnn”, where “nnnn” is an incremented number. This is a text field intended for a relevant mnemonic name of the new role. The default data can be modified by the Role Engineer.

Owner

Owner of the role. The default data can be modified by the Role Engineer.

Type

Type of role. An arbitrary description that can be modified by the Role Engineer.

Organization

Text field for naming the organization to which the role belongs. This field is especially useful for large organizations. The default data can be modified by Role Engineer .

Rule

Text field is supplied for descriptive purposes only.

Description

Text description of the role. The default data can be modified by the Role Engineer.

These data contain the identifying details of the new role. However, none or the user or resources data have, as yet, been associated with the new role.

  1. Click Save to include the new role in the configuration. A new configuration window opens and the new role is listed in the Roles Panel.

    New role added to Roles panel are highlighted:

  2. Add users, roles, and resources to the new role by dragging and dropping them on the new role.

    The following screen displays the link between the two highlighted fields using drag and drop:

Note: When an item is dragged and dropped, the cursor changes from Ө to LINK before it is dropped.