Managing Roles › Create a Role Record

Create a Role Record

Administrators can create customized roles to meet site-specific business requirements.

To create a role

1. Select Security and Role Management, Role Management, Role List on the Administration tab.

   The Role List page appears.

2. Click Create New.

   The Create New Role page appears.

3. Complete the following fields:
   • Role Name

     Specifies the name that identifies the role wherever it appears in the user interface.

   • Code

     Specifies the code that identifies the role to the system.

     Note: After you save the record, this field value cannot be changed.

   • Record Status

     Indicates whether the role is Active or Inactive.

   • Default?

     Indicates whether this role is the default role.

   • Customization Form Group

     Specifies a predefined or custom form group.

   • Preferred Document

     Specifies the document used by this role for entering tickets into the system.

   • Description

     Describes the role purpose. This description appears on the Role List page and can facilitate the task of assigning users to appropriate roles.

   Click Save.

   The role definition is saved and the Role Detail page appears.