To Create Roles Using the Create Role Form

1. In the Administrator interface, click Roles in the main menu.

   The Roles page (List Roles tab) opens.

2. Click New at the bottom of the page.

   The Create IT Role page opens. To create another type of role, use the Type drop-down menu.

3. Complete the form fields on the Identity tab.

   The following figure shows the Identity tab.

   Figure 5–3 Identity Tab on the Create IT Role Page

   
   

4. Complete the form fields on the Resources tab (if applicable). For help filling out the fields on this tab, refer to online help, and also see To Assign Resources and Resource Groups.

   For help setting extended attributes values on roles, see To View or Edit Resource Account Attributes.

   The following figure shows the Resources tab.

   Figure 5–4 Resources Tab on the Create IT Role Page

   
   

5. Complete the form fields on the Roles tab (if applicable). For help filling out the fields on this tab, refer to online help, and also see To Assign Roles and Role Exclusions.

   Figure 5–6 shows the Roles tab.

6. Complete the form fields on the Security tab. For help filling out the fields on this tab, refer to online help, and also see Designating Role Owners and Role Approvers and Designating Notifications.

   Designating Role Owners and Role Approvers shows the Security tab.

7. Click Save at the bottom of the page.

8. Enter a role name and description on the Identity tab of the Create Role form. If you are creating a new role, use the Type drop-down menu to select the role-type you are creating.

   Figure 5–4 shows the Identity portion of the Create Role form’s Identity tab. For help using this form, see online help.