CentraSite 10.5 | CentraSite User’s Guide | Role Management | Managing Roles through CentraSite Business UI | Adding Role to an Organization
 
Adding Role to an Organization
To create a new role, you must have the Manage Organizations permission in CentraSite.
The following general guidelines apply when adding a role:
*Custom roles can contain both system-wide and organization-specific permissions. A custom role can contain organization-specific permissions for multiple organizations (for example, you can create a role that allows a user to manage the policies in two different organizations).
*Do not create a role that is equivalent to the CentraSite Administrator role. The CentraSite Administrator role is specifically optimized to maximize performance. An equivalent role does not perform as efficiently as the predefined CentraSite Administrator role that is installed with CentraSite.
*You can define a role without assigning it (yet) to a user or group. Each user or group can have zero, one, or more than one role assignments.
*To add a role to an organization
1. In the CentraSite Business UI activity bar, click Organizations.
2. Click an organization you want to specify the role assignment.
This opens the Organization Details page. Also, the actions bar displays a set of actions that are available for working with the displayed organization.
3. On the actions bar of the Organization Details page, click Add Role.
4. In the Add Role dialog box , type a name for the new role and provide a description.
Also select the permissions that have to be assigned to the role. The dialog box displays only the permissions that are appropriate for the logged-in user. If, for example, you are a user with the role CentraSite Administrator, the dialog box displays all available permissions (that is, organization-specific and system-wide permissions), otherwise the dialog box displays just the organization-specific permissions.
5. Click Add.
The newly created role is added to the organization and to the CentraSite Registry Repository.