Roles control access to features and capabilities of the system: not all users can create, read, update, and delete records and tables. Only admin and security_admin roles have access to all capabilities.
Create a role
To create a role, follow the steps below:
- Navigate to User Administration → Roles.
- Click New and fill in the form.
- Click Save or Save and Exit to apply changes.
Role form fields
| Field | Mandatory | Description |
|---|
| Name | Y | Enter a name to a role created. |
| Elevated Privilege | N | Check this box to make this role available for an elevation in User Menu. |
| Description | N | Enter a brief description of this role. |
Configuring roles
You can configure out-of-box roles and the access they have by:
- creating ACL rules. They allow or restrict access to specific objects and operations.
- creating User Criteria records that define access conditions to specific objects, content items and categories.
- setting the access to the portal or the agent interface within Portal Context.
- creating Business Rules to control updates, insertions, and deletion of records.
If you want a specific role to have access to objects that other roles have access to, you can set it within the Role Contains (sys_role_contains) table.
- Navigate to the role record that you need.
- In the Related Lists area open the Role Contains tab.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
| Field | Mandatory | Description |
|---|
| Role | Y | Specify a role that you want to be extended. |
| Contains | Y | Specify a role that will be an extension. |
As a result, the role will have its settings with the settings of the other role it contains. Refer to the Role Structure article to learn more about role powers and responsibilities.
