ApplicationSecurity CustomRoleList

Custom Role

With custom roles you can create preset permission access to certain task groups, report groups and functions. This can be useful when you want to create a role with a mixture of permissions from any of the existing roles or just limiting the permissions of an existing role.

The custom roles are assigned to users in the user permissions view.

How to - Show Custom Roles

1. Click on the role Application Security in the navigation tree
2. Select User permissions > Custom roles

How to - Create a Custom Role

1. Click add
2. Define a name for the custom role
3. Enter a description that gives information on when to use this custom role
4. Add task groups to be included in this custom role:
   1. Check the boxes for the task groups you want to include in the role
   2. Click save again

      • The added task groups will be moved to the table above, listing all task groups the role contains

   3. Repeat selecting task groups and clicking save for each page in the table

      • Note: You have to click save for each page where there are task groups you want to add. If you check task groups and then go to the next page, the checked task groups from the previous page will not be added.

5. Add report groups to be included in this custom role:
   1. Check the boxes for the report groups you want to include in the role
   2. Click save again

      • The added report groups will be moved to the table above, listing all report groups the role contains

   3. Repeat selecting report groups and clicking save for each page in the table

      • Note: You have to click save for each page where there are report groups you want to add. If you check functions and then go to the next page, the checked report groups from the previous page will not be added.

6. Add functions to be included in this custom role:
   1. Check the boxes for the functions you want to include in the role
   2. Click save again

      • The added functions will be moved to the table above, listing all functions the role contains

How to - Edit a Custom Role

1. Click on the name of the custom role you want to edit
2. Edit the name, description or add/remove task groups, report groups and functions
3. Click save

How to - Delete a Custom Role

1. Check the box for each custom role you want to delete
2. Click the icon to open the action menu in the toolbar above the table, and select delete

   • The custom role is immediately deleted

Note: Only custom roles that are not assigned to a user can be deleted.