Portal User Guide › Running Self-Service Tasks › Manage My Team's Role Assignments › Other Roles Table (MMT-Role Screen)

Other Roles Table (MMT-Role Screen)

This section allows you to enroll your selected user(s) to additional roles of your choice. The actual enrollment will take place following a review process.

Note: When you click Get Roles in the Users section, a list of roles that are not linked to the currently selected user(s) appears in the Other Roles table.

In addition to managing the roles currently linked to the members of your team, you can also request that the system provide a list of recommended roles for your selected users. This list of roles will be displayed in the section Other Roles.

The Other Roles section provides the following options:

Add

A column of check boxes, one per role. Select one or more to link the selected users to additional roles.

Role Name

Click any highlighted role name listed in this column to open its Role Card.

Customize

Allows you to determine the columns that will appear in the Other Roles table.

Records per page

Select the number of records that will appear in the Other Roles table per page.

Find Roles

Opens the Select Role filter screen to assist you in locating specific roles.

Test Compliance

Checks whether the selections made in the Other Role table comply with existing policies and BPRs (Business Practice Rules).

Suggest Roles

Provides a list of possible roles based on the CA RCM pattern recognition technology.

This table presents you with several options:

• You can manually select one or more roles that you wish to link to the selected users.
• You can use the Find Roles filter option to find specific roles and then make a selection from the filtered list of roles.
• You can click Suggest Roles and use the information provided by this feature to link roles to the selected users.

After making your selection(s) you can test the compliance of your selections with the existing BPRs and policies.

You can decide to make the request despite any listed violations, or you can amend your selections.

Important! Remember that when selecting multiple users, all role-related choices apply equally to all the users. If at any point you alter the selected users, click Get Roles again.

To link roles to selected users

1. In the Manage My Team's Roles screen scroll down to the Other Roles table.
2. (Optional) Click Find Roles to access the Select Role filter screen.
3. (Optional) Click Suggest Roles to see the CA RCM Portal's recommendations.
4. Select one or more roles to link to the chosen users.
5. (Optional) Click Test Compliance to review your selections and check for possible violations.

   The Violations screen opens in a separate browser window.

6. Click to close the Violations window.
7. Click Submit.

   The Requests screen opens.

More information:

Filter a Data Table

Test Compliance

Suggesting Entities

Introducing the Requests Table