Roles Management
Through Roles Management the institution can create specific Roles and manage which General Permission and Document Permissions are enabled for each role.
Create a New Role
Set Roles and Role Permissions:
- Create a Role Code/Role Name.
- Set General Permissions.
- Set Document Permissions.
General Permissions
Provides users access or visibility to:
- Screens.
- Links.
- Buttons.
- Task Queues.
- Manual Override (At-Will Actions).
Document Permissions
Provides users access or visibility to:
- View specific documents.
- Approve/Reject documents through the Review Document for Approval task.
- Process Non-Federal Forms (NFF) via Process an NFF Document task.
Note: For information about sending Role information using Security Assertion Markup
Language (SAML), see Integration of SAML 2.0 and SSO.