Add Functional Security to Enable User to Create Accounts

This optional step is required only if you want to enable customer service representative or customer service manager to create new accounts. You must add functional security to enable user to create accounts.

Sign in as an administrator and ensure that you have access to the IT Security Manager job role to do this task:

1. Go to Navigator > Tools > Security Console.

2. If you have duplicated Communications Customer Service Representative role, search for the duplicated role, corresponding to the selected application role, select Edit Role. Skip to step 8.

3. If you haven’t duplicated the role, then on the Security Console page, search for Communications Customer Service Representative role and select Communications Customer Service Representative.

4. In the search results, corresponding to the selected application role, select Copy Role.

5. In the Copy Options dialog box, select Copy top role and click Copy Role.

6. On the Copy Roles: Basic Information page, review and edit:

   • Role Name: DX4C Communications Customer Service Representative

   • Role Code: DX4C_COMMUNICATIONS_CUSTOMER_SERVICE_REPRESENTATIVE

   • Description values as appropriate.

7. Click Functional Security Policies train stop.

8. Click Add functional Security Policy.

9. Search and select ZCM_CREATE_SALES_ORGANIZATION_PRIV, if Create Account privilege is required.

10. Click Add privilege to Role.

11. Click Users train stop and add required users.

12. Click Summary and Impact Report train stop.

13. Click Submit and Close.

14. Click OK.