Create a Role

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

How to Start

1. In the Manage Center, click Access Control > Roles.
2. On the Roles screen, click Add Role .

Procedure

1. On the Add Role / Basic Information screen, in the Role Name field, enter your role name.
2. Click Next.
3. On the Configure Access Rights screen, click each tab to complete the fields:
   • On the Access Control tab, select your role's access rights for working with users, groups, and roles.

     For more information, refer to Add Role > Configure Access Rights > Access Control tab.

   • On the Process tab, select your role's access rights for working with processes.

     For more information, refer to Add Role > Configure Access Rights > Process tab.

   • On the Module tab, select your role's access rights for working with Work Center, App Builder, Manage Center, and Report Center.

     For more information, refer to Add Role > Configure Access Rights > Module tab.

   • On the Reports tab, select your role's access rights for working with Report Center.

     For more information, refer to Add Role > Configure Access Rights > Reports tab.

     Note: The current version of Report Center (sometimes referred to as AgileReports) can only be used by customers who purchased this component before April 1, 2020. This version is no longer available for purchase, including by current and previous purchasers of AgilePoint NX or the Report Center component. AgilePoint plans to release the new version of Report Center in Q3 2020.
   • On the Application Builder tab, select your role's access rights for working with App Builder.

     For more information, refer to Add Role > Configure Access Rights > Application Builder tab.

   • On the Portal tab, select your role's access rights for working with NX Portal.

     For more information, refer to Add Role > Configure Access Rights > Portal tab.

4. Click Next.
5. On the Add Members to Role screen, click Add Member
6. On the Add Member screen, ​select whether your member is a group, or a user.
7. Click Search .
8. In the Available Member list, select the users or groups to add to your role.