Creating a role

You cannot modify the scope of a role after it has been created.

  1. Click the Roles button.
  2. Click Create Role.

    or

    Right-click within the Roles list, and select Create Role.

    or

    Press Ctrl+N.

    The Create Role dialog box appears.

  3. Fill in the fields in the dialog box, and click OK.

    The role is added to the Roles list, and details for the role appear in the Roles workspace.

  4. In the Roles workspace, define the properties, rights, and users associated with the role:
    1. In the Properties tab, fill in the fields.
    2. In the Rights tab, select one or more rights to be associated with the role.
    3. In the Users tab, select one or more users to assign to the role.
  5. Click Save.

Table 4-1 Create Role dialog box - Field descriptions

Field Description
Name Name of the role.
Description Description of the role.
Scope

Scope of the role:

  • Library—A user assigned to a library role is granted the rights associated with the role only in libraries where that user is also a member of the library team. For example, if a user is assigned to the Librarian library role in the Oracle Central Designer Administrator application, the user must be a member of the Librarian library team for a library (in the Oracle Central Designer application) to work in the library.
  • Study—A user assigned to a study role is granted the rights associated with the role only in studies where the user is also a member of the study team. For example, if a user is assigned to the Rule Creation study role in the Oracle Central Designer Administrator application, the user must also be a member of the Rule Creation study team for a study to create rules in the study.
  • Application—A user assigned to an application role is granted all of the rights that are associated with the role, without restrictions. For example, a user who has the right to create users can always create users.

Note:

You assign users to roles in the Oracle Central Designer Administrator application and to study and library teams in the Oracle Central Designer application.

For more information about role scopes and the rights they grant, see Roles workspace—Right descriptions.

Table 4-2 Properties tab - Field descriptions

Field Description
Name Name of the role.
Description Description of the role.
Scope

Scope of the role:

  • Library—A user assigned to a library role is granted the rights associated with the role only in libraries where that user is also a member of the library team. For example, if a user is assigned to the Librarian library role in the Oracle Central Designer Administrator application, the user must be a member of the Librarian library team for a library (in the Central Designer application) to work in the library.
  • Study—A user assigned to a study role is granted the rights associated with the role only in studies where the user is also a member of the study team. For example, if a user is assigned to the Rule Creation study role in the Oracle Central Designer Administrator application, the user must also be a member of the Rule Creation study team for a study to create rules in the study.
  • Application—A user assigned to an application role is granted all of the rights that are associated with the role, without restrictions. For example, a user who has the right to create users can always create users.

Note:

You assign users to roles in the Oracle Central Designer Administrator application and to study and library teams in the Oracle Central Designer application.

For more information about role scopes and the rights they grant, see Rights descriptions.

Approval Policies section
Approval Role Reserved for future use.
Approval Meaning Reserved for future use.

Table 4-3 Users tab - Field descriptions

List Description
Available Users All users that have been created in the Oracle Central Designer Administrator application but are not assigned to the selected role.
Selected Users All users that have been assigned to the selected role.