Create a Custom Role

The Policy Manager has a variety of predefined and automatically roles and permissions that can be assigned to users to control their access to the system. If none of these roles meet your needs, you can create your own custom roles to precisely control the permissions for various entities.
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The Policy Manager has a variety of predefined and automatically roles and permissions that can be assigned to users to control their access to the system. If none of these roles meet your needs, you can create your own custom roles to precisely control the permissions for various entities.
Only administrators can create custom roles.
To create a custom role:
  1. In the Policy Manager, select
    [Tasks] > Users and Authentication > Manage Roles
    from the Main Menu (on the browser client, from the 
    Manage
     menu). The Manage Roles dialog appears.
  2. Click [
    Create
    ]. The Create Role dialog appears.
  3. Complete the dialog as follows:
    Setting
    Description
    Name
    Enter a name for the custom role.
    Description
    Optionally enter a description to describe the role's intended use, the permissions granted, etc.
    At this point, you may click [
    Create
    ] to save the role or proceed to define permissions for the role. If you exit now, you can add permissions later by editing the role.
    Permissions table
    This table describes the permissions that have been defined for the role. For details about the Permissions table, see Understand Role Permissions.
    • To add a new permission, click [
      Add
      ] and then complete the Add Permissions to Role Wizard.
    • To remove a permission, select it and then click [
      Remove
      ]. The permission is removed immediately.
    • To view the complete permission information, select a row and then click [
      Properties
      ] to display the Permission Group Properties. This dialog is helpful when the Scope details are truncated in the table or when the scope is too complex to show in the table.
    Filter on type
    When there are many entries in the Permissions table, you can type a few characters into this box and the table is filtered to display only the entity types that match your filter string.
  4. Click [
    Create
    ] to save the role and return to the Manage Roles dialog.