Roles screen (Modern)

Creates one or more roles to associate with an app.

Background and Setup

Prerequisites

Good to Know

How to Start

  1. In App Builder, in the Modern Add an App Experience, create a form-based app.

    For more information, refer to:

  2. On the Anything else right now? screen, in the Groups and Roles field, click Create.
  3. Click the Roles tab.

Roles > Basic Role Information tab

Specifies the basic information of a role.

Figure: Roles > Basic Role Information tab

Basic Role Information tab

Fields

Field NameDefinition

Role Name

Function:
Specifies the name for your role.
Accepted Values:
  • A role name from the list
  • One line of text that can have spaces.
Default Value:
None

Description

Function:
A description of the role.
Accepted Values:
More than one line of text.
Default Value:
None

Roles > Access Rights tab

Specifies the permissions for a role.

Figure: Roles > Access Rights tab

Access Rights tab

Fields

Field NameDefinition

Access Control

Opens this Screen:
Roles > Access Rights > Access Control tab
Function:
Specifies a role's access rights related to users, groups, and roles.

Process

Opens this Screen:
Roles > Access Rights > Process tab
Function:
Specifies a role's access rights related to processes.

Module

Opens this Screen:
Roles > Access Rights > Module tab
Function:
Specifies a role's access rights for accessing AgilePoint NX components.

Application Builder

Opens this Screen:
Roles > Access Rights > Application Builder tab
Function:
Specifies a role's access rights related to the App Builder.

Settings

Opens this Screen:
Roles > Access Rights > Settings tab
Function:
Specifies a role's access rights for accessing AgilePoint NX components.

Roles > Members tab

Adds members to a role.

Figure: Roles > Members tab

Members tab

Fields

Field NameDefinition

Groups / Users

Function:
Selects if you add a user or the members of a group to the role.
Accepted Values:
  • Group - Adds the members as groups.
  • User - Adds the members as users.
Default Value:
Users

Search Search icon

Function:
Does a search based on the specified options.

Add Selected Users Add Selected Users icon

Function:
Adds the user or group to the role.

Current Members

Function:
Specifies the current user or group for the role.
Accepted Values:
An AgilePoint user or group.
Default Value:
None

Type

Function:
Specifies the type of member for the role or group.
Accepted Values:
  • User
  • Group
Default Value:
None

Delete Remove icon

Function:
Deletes the user or group.