Change a Role in AgilePoint NX

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

Screen



Prerequisites

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 Edit Role Edit Role icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Edit Role Edit Role icon.

Procedure

  1. On the Edit 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 the name of the role to change.
  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.