Adding Role to an Organization

CentraSite User's Guide : Role Management : Managing Roles through CentraSite Control : Adding Role to an Organization

To create a new role, you must have the Manage Organizations permission or at least the Manage Users permission for an organization in CentraSite.

Note:

Users who have the Manage Organizations permission have the Manage Users permission by implication.

The following general guidelines apply when adding a role to an organization:

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.

To add a role to an organization

1. In CentraSite Control, go to Administration > Users > Roles.

2. In the Roles page, click Add Role.

This opens the Add Role dialog box.

3. In the Role Information section, provide the required information for each of the displayed data fields.

Field

Description

Name

Name of the role.

This is the name that users will see when they search for roles in CentraSite.

A role name can contain any characters (including spaces), and must be unique within an organization.

Description

Optional. The description for the role.

This description appears when a user displays the list of roles in the Roles page.

Organization

The organization to which you want to add the role. (The Organization list only displays organizations for which you have the Manage Users permission.)

Important:

Select the organization carefully. You cannot change the organization assignment later.

4. To assign permissions to the role, click the Permissions tab. Follow these steps:

a. Click Assign permissions.

b. In the Assign permissions dialog box, select one or more permissions you want to add to the role.

c. Click OK.

5. Click Save.

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