DOCUMENTATION (v8.x)

Current Documentation (v9.0 or Higher) v6.x-v7.x Documentation

Roles screen (Modern)

Creates one or more roles to associate with an app.

Background and Setup

Prerequisites

On the App Builder Process Designer Settings screen, set Default App Wizard Experience to Modern.
AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.

Good to Know

This topic applies to the Modern Add an App Experience. You can also create roles in Manage Center on the Roles screen.

How to Start

In App Builder, in the Modern Add an App Experience, create a form-based app.
For more information, refer to:
On the Anything else right now? screen, in the Groups and Roles field, click Create.
Click the Roles tab.

Roles > Basic Role Information tab

Specifies the basic information of a role.

Basic Role Information tab — Figure: Roles > Basic Role Information tab

Fields

Field Name	Definition
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.

Access Rights tab — Figure: Roles > Access Rights tab

Fields

Field Name	Definition
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.

Members tab — Figure: Roles > Members tab

Fields

Field Name	Definition
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	Function: Does a search based on the specified options.
Add Selected Users	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	Function: Deletes the user or group.