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.