Adding an access role to an application
You can add Rule-Access-Role-Name rules and associated Rule-Access-Role-Obj rules to the current application to define the classes that a user can view, update, and delete through the Access of Role to Object and Access Deny rule types.
- Click Designer Studio > Org & Security > Groups & Roles > Access Roles.
The tab displays the access roles for the current application. If there is a workbasket with the same
name as the second portion of the Role Name it is also displayed.
- Click the Add icon to open the Add a New Role dialog box.
- Enter all the required information in the dialog box.
You can add an access role and corresponding Rule-Access-Role-Obj rules based on your current access role, or clone them from another specified role.
- Role Name - Enter an access role name in the form RuleSetName:RoleName. Choose a name that is unique system-wide.
- Description - Optional: Enter a short text description for the access role.
- Clone From - Optional: Create the Rule-Access-Role-Obj rules for the new role by copying those associated with a specific existing access role, identify that source access role here. If you leave this blank, the Submit button uses your current access role as the source.
- Create Workbasket - Select to create a workbasket of the same name as the Role Name.
- RuleSet - Chose a ruleset from the list, or click the add icon to enter a new ruleset version.
- RuleSet - Select the version of the ruleset that you entered in the RuleSet field.
- Click Submit.
- To view all the access roles in the application with rulesets and ruleset versions associated with them, click Designer Studio > Org & Security > Tools > Security > Role Name.
To delete an access role, click the Delete icon in the table row. Any corresponding Rule-Access-Role-Obj instances are also deleted. Optionally, you can delete the corresponding workbasket instance, if it exists.
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