User Defined Roles

You can create new roles. The roles can be based on the system defined roles, which will have same set of permissions. However, you can modify the permissions. Or you can create a completely new role to which you can assign the required permissions.

To create new roles

1. In the menu, click Roles. The Roles page appears.

2. In the User Defined Roles tab, click New Role. The New Role page appears.

   

3. Enter the following field details:

Field Name	Description
Role Name*	Enter a name for the role you want to create.
Description*	Enter a description of the role.
Select Template Role	Select the role based on which you want to create the new role. Available options are: - Admin - Activity Monitor - Agent Admin - User Admin - User - Workflow Admin
Web Portal Access	Select the checkbox to allow users to sign in to AEUI with both, API and UI access. Note: If the checkbox is clear, then the user will have only API access to allowed modules and will be unable to access the UI pages. For example, see the following screenshot: You will be unable to modify the permission of the Workflow Permissions Page, which is accessed through the UI. However, you can modify permissions of other sub-capabilities that can be accessed through the API.
Permissions	Note: If you select the system defined role for creating the new role, then by default all the system defined role's permissions are assigned to the new role. However, you can modify the permission details.
Capability	Displays the name of capability that you can assign to the role.
Description	Displays the description of the capability.
Permission	Displays the permission available for each capability. If you want to assign complete permissions to a capability, click Allow All. Else, click on the capability and provide permission at sub-capability level. Similarly, you can deny permission at the capability or sub-capability level.
Impact	Displays the impact of the assigned capability. Impact values are: High or Medium. High: Permissions impacting the business highly. For example, permission to delete a tenant. Medium: Permissions impacting the business, but at the user level in a tenant. For example, permission to enable or disable the workflows.

*Indicates mandatory field.

4. Click Save. The new role details are saved.

   Notes:

   • To modify the role and permission details, click .
   • To delete the role, click .
   • The new roles appear in the Role list in the Users → User List → Add New User page.