Creating a Custom Enterprise Role

An administrator can create custom enterprise roles to meet the needs of their particular organization. When you create a role, you base the role on one of the predefined user profiles and these determine the maximum permissions and default settings the role can have. You can change settings and remove permissions as you create the new role.

To create a Custom enterprise role:

1. On the Administrative Home page, under User Settings, click Roles and Permissions.
   A list of enterprise profiles displays, along with counts of the number of roles based on each profile, and the number of users with roles based on each profile.
2. Under the name of the profile for which you want to create a role, click Create Role. Note: The permissions for the profile should fit the role you are creating.
   The Create New Enterprise Role wizard opens.
3. Applications—Choose which global applications you want the users with this role to have access to.
   
   The selected applications display as global tabs for anyone with this role. Applications you clear will not display and a user with this role cannot access the application. Note: You can only choose from applications the user profile allows, which means you cannot add an application that is not already included in the profile on which this role is based.
   
4. Default Configuration—Choose which global tabs will display by default, and which will be hidden.
   The tabs you can choose from depend on which applications you selected in the previous step.
   Note: Hidden tabs can still be accessed by users from the More tab.
   
   
5. Permissions—Choose the permissions you want the role to have. The permissions listed are limited by the user profile on which the role is based.
   
   Note: Permissions for dynamic applications are Create Custom View and Manage Shared Custom Views. If you give the Manage Shared Custom Views permission to a role, users with that role will be able to create and share custom views for the dynamic application. This permission is only an option on dynamic applications. Custom portfolio tabs have no separate permissions. They inherit the Create Custom Views permission as it is set for the Projects tab.
   
   Permissions for other applications display on the User Profile Permissions grid.
   
6. Views—Choose any custom views you want to make available to users of the role. Note: You can also add views to a role later, by editing the role.
   
7. Workspace Roles—Choose the default workspace role for each workspace type.
   
   Important:  If you do not select a default workspace role for each workspace type, any users added to a workspace of that type through Team Manager will be assigned without a workspace role and cannot access the workspace until they are given a role.
   
   To lock the workspace role so that it cannot be changed to any other role, select Lock Role next to the workspace type.
   
   
8. To add users to the new role, click Browse User Directory and select the users you want to add.
   
   
9. Type a name for the role and add a description.
   Click Finish & Save to save the new role, or Previous Step to go back and make changes to previous steps.

The count of roles displayed beneath the profile name reflects the new role.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved