Portal User Guide › Running Self-Service Tasks › Updating Role Definitions

Updating Role Definitions

The CA RCM Portal allows you to update role attributes and links on-the-fly.

When the need arises to update an existing role, whether following an audit or in the course of an enterprise's roles and privileges maintenance life cycle, you can do so directly and quickly. The procedure includes finding the role within a specific universe and then following the procedure described in Defining a New Role, though in this case, the fields have already been filled, the attributes defined and the links listed and your goal is to edit these selections to match your corporation's new needs.

In the Request Role Update screen, you are required to select a Universe. Selecting the Universe opens the Select Role screen.

This is a search screen with built-in filters and a RACI based advanced search feature.

Note: The universe's model configuration is listed in the upper right-hand corner of the Select Role screen.

Once you have successfully constructed a search pattern, a list of roles is displayed in the Role table.

To update an existing role

1. Click Request Changes to a Role Definition on the Self-Service menu.

   The Request Role Update screen opens.

   Select a Universe from the drop-down list.

2. Click OK.
3. The Select Role screen opens.
4. Filter the data table to create a search pattern.
5. (Optional) You can use the RACI based Advanced Search feature to include additional constraints on the search.
6. Click Search.

   A list of roles is displayed in the customizable Role table.

7. Select the Add check box for the role you want to update.
8. Click OK.

   The Request Role Update screen opens.

More information:

Defining a New Role

Filter a Data Table

Request New Role Definition Screen

Definitions for Role Name [New Role Name]