Creating Security Roles

You can define custom security roles to provide general or conditional access to scorecards, measures, reports, and tasks. Although you can assign multiple security roles to an account, the permissions associated with the most restrictive role are applied. For Web page restrictions, the least restrictive role is applied.

Note:

The security roles that you create are automatically available in Shared Services for use in user and group account provisioning.

  To create security roles:

  1. Select Security, and then Security Role List.

    The Security Role List is displayed.

  2. Click Add.

    The Security Role Setup page is displayed.

  3. In Security Role Name, enter a unique name.

  4. Under Description, provide a brief explanation of how the security role is used.

  5. Select the scorecards, measures, initiatives, and reports to which the security role provides, or denies access. See:

  6. Click Save.