Create Role

Use the Create Role page to create a new role.

Element	Description
Back	Click Back to navigate to the previous page.
Cancel	Click Cancel to cancel the changes made to this page.
Next	Click Next to navigate to the next page.

Attributes

Use the Attributes page to provide basic role information.

Elements	Description
Name	Enter name of the role.
Display Name	Enter display name of the role.
Role E-mail	Enter email id of the role.
Role Description	Enter description of the role.
Owned By	Enter the role owner details. Click to search and select owner. Note: If a value of the Owned By field is not specified, then it takes the logged-in user as the role owner.

Catalog Attributes

Element	Description
Catalog	Enter the Catalog name.
Audit Objective	Enter the Audit Objective.
Risk Level	Select Risk level as, High Risk, Medium Risk, or Low Risk.
User Defined Tags	Enter user defined tags.
Approver User	Click to select the approver user.
Approver Role	Click to select the approver role.
Certifier User	Click to select the certifier user.
Certifier Role	Click to select the certifier role.
Fulfillment User	Click to select the fulfillment user.
Fulfillment Role	Click to select the fulfillment role.
Certifiable	Select to enable the role to appear in the certification.
Auditable	Select to enable the role to appear in audit.
Requestable	Select to mark the role as Requestable entity.

Hierarchy - Define Role Hierarchies

Use this tab to choose parent roles for the role you are creating.

Element	Description
Actions	Select the following options from the Actions menu: Add: Click to add parent role. Remove: Click to remove the selected role. Undo: Click to undo previous action. Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Choose commands from the View menu to control how the columns are displayed: Column: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Reorder Column: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add	Click Add to add a parent role.
Remove	Click Remove to remove a parent role that is selected.
Undo	Click to undo previous action.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.
	Click to show or hide the filter row that is displayed above the column headers to query on the columns.

Add Parent Roles

Element	Description
Search Role list	Select an attribute based on which you can search the Role. The attributes are Display Name, Name, Role E-mail, Role Description, or Role Namespace.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click to perform the search and display the results in a tabular format.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required role and click Add Selected to move it to Selected Roles table.
All Add	Click to add all the roles listed in the Result list.
Remove Selected	Select the required roles and click Remove Selected to deselect them from Selected Roles list.
Remove All	Click to remove all the roles listed in the Selected Roles list.
Selected Roles	Displays the list of selected roles. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Select	Click to add the Role. Roles are listed in the Inherited from Panel.
Cancel	Click to close the window without adding roles.

Access Policy

Use this tab to add access policies to define access rights of this role.

Element	Description
Action	Select the following options from the Actions menu: Add: Click to add new access policy. Remove: Click to remove the selected access policy. Undo: Click to undo previous action. Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Displays the list of selected roles. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Policy Description or Policy Name. Ascending or Descending. Then By: Policy Description or Policy Name. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to refine the search results by providing additional filters.
Add	Click Add to add a new access policy.
Remove	Click Remove to remove the selected access policy.
Undo	Click Undo to undo previous action.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
	Click to refine the search results by providing additional filters.
Detach	Click to open the table in a larger window.

Add Access Policies

Elements	Description
Search policy list	Select any one of the following search conditions: Policy Name: To search the policy by name. Policy Description: To search the policy by description.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click the search icon to search for policy.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Policy Name or Description. Ascending or Descending. Then By: Policy Name or Description. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required capability and click Add Selected to add any access policy selected from the Result table.
Add All	Click to add all the access policies listed in the Results table.
Selected Policies	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Policy Name or Description. Ascending or Descending. Then By: Policy Name or Description. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Remove Selected	Select the required policy and click Remove Selected to deselect any policy from Selected Policies table.
Remove All	Click to remove all the policies listed in the Selected Policies table.
Select	Click to add the Access Policy. Access Policies are listed in the Assign Access Policy Panel.
Cancel	Click to close the window without adding.

Members - Add Role Membership

Use this tab to define members to this role manually or via a membership rule.

Element	Description
Create Membership Rule	Click to add membership rules. The User membership rules for role tab are displayed.
Add Members	Click to add members. The Add Member tab is displayed.

Members - User Membership Rule

Element	Description
Evaluate membership rule now	Select if the rule has to be evaluated now.
Edit Rule	Click to edit the membership rule.
Delete Rule	Click to delete the membership rule.

Add Member

Elements	Description
Search User list	Select any one of the following search conditions from the list.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click the search icon to search for user.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Ascending or Descending. Then By: Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required user and click Add Selected to add any user selected from the Result table.
Add All	Click to add all the users listed in the Results table.
Selected Users	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Ascending or Descending. Then By: Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Remove Selected	Select the required user and click Remove Selected to deselect any user from Selected User table.
Remove All	Click to remove all the users listed in the Selected User table.
Select	Click to add the User. Added Members are listed in the Assign User Panel.
Cancel	Click to close the window without adding.

Member assignment

Element	Description
All Members	Displays all the members, direct and rule based which are assigned to the open role.
View	Choose commands from the View menu to control how the columns are displayed: Columns: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Assign	Click to assign static users. The Assign Users search dialog box is displayed.
Revoke	Click to revoke a user.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.

Organization

Use this tab to select the organizations to which this role will be published.

Element	Description
Action	Select the following options from the Actions menu: Add: Click to add new organization. Remove: Click to remove the selected organization. Undo: Click to undo previous action. Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Displays the list of selected roles. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, Hierarchy Aware, or Pending Action. Ascending or Descending. Then By: Organization Name, Type, Hierarchy Aware, or Pending Action. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to refine the search results by providing additional filters.
Add	Click Add to add a new organization.
Remove	Click Remove to remove the selected organization.
Undo	Click Undo to undo previous action.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
	Click to refine the search results by providing additional filters.
Detach	Click to open the table in a larger window.

Add Organizations

Element	Description
Search list	Select an attribute based on which you can search the Organization. The attributes are Organization Name, Type, Organization Status, Parent Organization Name, or Certifier User Name.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click to perform the search and display the results in a tabular format.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required organization and click Add Selected to add it to Selected Organization list.
Add All	Click to add all the organizations listed in the Result list.
Selected Organization	Displays the list of selected organizations. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Remove Selected	Select the required organization and click Remove Selected to deselect any organization from Selected organization list.
Remove All	Click to remove all the organization listed in the Selected organization list.
Select	Click to add the organization. Organizations are listed in the Assign organization Panel.
Cancel	Click to close the window without adding organizations.

Summary

Use the Summary page to review the details of the roles.

Element	Description
Attributes	Displays the details provided in Attribute tab.
Catalog Attributes	Displays the details provided in Catalog Attributes tab.
Hierarchy	Displays the details provided in Hierarchy tab.
Access Policy	Displays the details provided in Access Policy tab.
Members	Displays the details provided in Members tab.
Organizations	Displays the details provided in Organization tab.