Set Up a Unique Operator › Add a Custom Role

Add a Custom Role

You can add a custom user role for each product operator, if desired. The roles you assign to user accounts should let each unique product operator perform his or her job responsibilities. When you add the new role, assign to it any menus that you have customized for the intended product operator.

Note: When you have finished adding a role, assign it to a user account as a separate step. Roles are inoperative until they are assigned to user accounts.

Follow these steps:

1. Log in as a user with the required administrative role rights.
2. Select Admin, User Settings, and click Roles.

   The Manage Roles page displays the current list of roles.

3. Click New.

   The Add Role dialog opens.

4. Supply the required information and make selections in the fields provided:

   Name

   (Optional) Identifies the role. Limited to 45 characters.

   Description

   (Optional) Describes the role. For example, identifies the job-related duties that the associated user performs.

   Enable Role

   Enables the role to make it active. Required to give users with this role the access granted by role rights.

   A table indicates that no role rights have been selected for the role.

5. Select Menu Set, and click Edit.

   The Edit Role dialog opens.

6. Select the new menu in the Available Rights list, and click the right arrow.

   The menu moves to the Selected Rights list.

7. Select Performance Center, and click Edit.

   The Edit Role Rights dialog opens, where you can select individual access rights for this role. Role rights listed in the 'Available Rights' area can be added to the role. For more information, see Role Rights.

8. Click an item on the left that you want to add to the role, and then click the right arrow.

   Use Shift + Click or Ctrl + Click to select multiple items in the list.

   The selected item moves from the Available Rights list to the Selected Rights list.

9. (Optional) Use the Up and Down arrows to move items around in the list. The order of role rights determines their priority in cases where rights overlap.
10. Click Save.

    You return to the Add Role page.

11. Click Save.

    The new role is created and appears in the Role List.

More information:

Role Rights