Client Tools Guide › Edit Menu › Assign Users using Rule-based Roles

Assign Users using Rule-based Roles

Rule-Based roles employ a set of organizational, functional, and hierarchical based characteristics to define a rule that is then used to assign users with matching characteristics to the role. Using a rule-based role, you can scan the entire configuration and identify all users that conform to the role in one single action. Rules-based roles are constructed and added to the configuration through the Rule-based Role window.

Rules are made up of a series of Field and Value pairs, selected and then set in the Rule group box in the right side of the Rule-based Role window.

Follow these steps:

1. Click Edit, New Rule-based Role.

   The Rule-based Role window appears. The Role ID appears and is incremented by a value of 1 from the ID given to the previously created role.

2. Enter a Name for the role in the Name text field.
3. Populate the remaining edit fields in the Fields group box in the left part of the window. The operation is identical to that described for creating a regular role.
4. In the Rule group box, select a field type from the Field drop-down.
5. Select a corresponding value from the Value drop-down.
6. Click Set.

   The Field and Value pair are placed in the Rule list.

7. Repeat steps 4-6 to add another Field/Value pair to the rule.
8. Select the Add Matching Users check box to populate the role with all users that match the rule. The check box is selected by default.
9. Select the Add Common Resources to populate the role with all resources that match the rule.

   The check box is selected by default.

10. Click OK to save the Rule-based role.

    The role is added to the configuration file and is listed at the bottom of the configuration file Role Panel.