Create a Role in AgilePoint NX

To create a role in AgilePoint NX, do the procedure in this topic.



Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the AgilePoint NX AgilePoint NX icon tab.
      2. On the AgilePoint NX AgilePoint NX icon tab, drag the Create Role Create Role icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create Role Create Role icon.


  1. On the Create Role Configuration screen, in the AgilePoint field, select your AgilePoint NX access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for AgilePoint NX.

  2. In the Role Name field, enter a name for the role.
  3. (Optional) In the Description field, enter a description for the role.
  4. In the Roles Permission list, select the permissions you want, and click the right arrow (>>) button to move the items to the Selected Permissions list.

    You can use the Ctrl key to select more than one item.