Manage Roles

Add roles to your Fusion Manage site and create collections of permissions you can assign to user groups by associating the appropriate workspace and workflow permissions with a role.

View Roles

1. On the Administration menu, click Users Groups Roles.
2. On the Users Groups Roles page, click the Roles tab.

To view a role's details, groups, and permissions:

• In the Roles table, click the role's Name.

Add a Role

1. On the Users Groups Roles page header, click the New Role icon.

2. Enter a Name for the role. For example, to create a role for viewing and editing items in a Customers workspace, enter Customers [R/W]. A Description is optional.

3. In the Workspace drop-down list, select the name of the workspace the role applies to (for example, Customers).

4. Click Create Role and Add Permissions and go to step 2 in the next section.

Add Permissions to a Role

1. In the Roles table, click the role's Permissions link.

2. On the Managing Permissions for Role page, select permissions in the list box on the left and add them to the list box on the right.

3. Click Save. To save and add groups to the role, click Save and Manage Groups and go to step 2 in the next section.

To add more than one permission at a time:

• In the list box on the left, CTRL+Click the permissions you want to add and then click the right-arrow button.

To remove a permission from the role:

• In the list box on the right, double-click the permission OR select the permission and click the left-arrow button.

To view a description of a permission:

• Mouse over the permission in either list box.

To filter the permission lists:

• In the Search box above the list, enter the first few characters of the permission's name until matches appear in the list.
• To clear the filter, click the button.

Add Groups to a Role

1. In the Roles table, click the role's Groups link.

2. On the Managing Groups for Role page, select groups in the list box on the left and add them to the list box on the right.

3. Click Save.

Edit Roles

To edit a role's details:

1. In the Roles table, click the role's Edit link.
2. In the Role Details pane, change information as needed and click Save.

To change a role's permissions:

1. In the Roles table, click the role's Permissions link.
2. On the Managing Permissions for Role page, add or change permissions as shown in the Manage Roles section.

To change a role's groups:

1. In the Roles table, click the role's Groups link.
2. On the Managing Groups for Role page, add or change groups as shown in the Manage Roles section.

Delete Roles

To delete a role:

1. In the Roles table, click the role's Delete link.
2. Click OK to confirm.