Add Role screen

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

Example:

Refer to:

• (Example) Add a Role

Description

Function:

A description of the role.

Accepted Values:

More than one line of text.

Default Value:

None

Example:

Refer to:

• (Example) Add a Role

Next

Opens this Screen:

Add Role > Configure Access Rights > Access Control tab

Function of this Screen:

Specifies a role's access rights related to users, groups, and roles.

Create and Update Users

Function:

Specifies whether the associated users can add a user and change the user information.

Accepted Values:

• Selected - The users can add a user and change the user information.
• Deselected - The users can not add a user or change the user information.

Default Value:

Deselected

Unregister a User

Function:

Specifies whether the associated users can delete a user from the AgilePoint system.

Accepted Values:

• Selected - The users can delete a user from the AgilePoint system.
• Deselected - The users can not delete a user from the AgilePoint system.

Default Value:

Deselected

Update the User's Own Profile

Function:

Specifies whether the associated users can change his or her profile in AgilePoint NX Portal.

Accepted Values:

• Selected - The users can change his or her profile in AgilePoint NX Portal
• Deselected - The users can not change his or her profile in AgilePoint NX Portal

Default Value:

Deselected

Create and Update Roles

Function:

Specifies whether the associated users can add and change a role.

Accepted Values:

• Selected - The users can add and change the role.
• Deselected - The users can not add and change the role.

Default Value:

Deselected

Remove a Role

Function:

Specifies whether the associated users can delete a role.

Accepted Values:

• Selected - The users can delete a role.
• Deselected - The users can not delete a role.

Default Value:

Deselected

Create and Update Groups

Function:

Specifies whether the associated users can add and change a group.

Accepted Values:

• Selected - The users can add and change a group.
• Deselected - The users can not add and change a group.

Default Value:

Deselected

Remove a Group

Function:

Specifies whether the associated users can delete a group.

Accepted Values:

• Selected - The users can delete a group.
• Deselected - The users can not delete a group.

Default Value:

Deselected

Add, Remove, and Modify Global Application Resources

Function:

Specifies whether the associated users can add, delete, and change the global application resources such as e-mail templates, access tokens, shared variables, and eForm settings.

Accepted Values:

• Selected - The users can add, delete, and change the global application resources.
• Deselected - The users can not add, delete, and change the global application resources.

Default Value:

Deselected

View Global Application Resources

Function:

Specifies whether the associated users can see the global application resource, such as email templates, access tokens, and global variables.

Accepted Values:

• Selected - The users can see the global application resources.
• Deselected - The users can not not see the global application resources.

Default Value:

Deselected

Use System Account in Apps or Access Tokens

Function:

Specifies whether the associated users can give access to AgilePoint Service Account. (The AgilePoint Service Account is sometimes referred to as the AgilePoint System Account.)

Accepted Values:

• Selected - The users can use the AgilePoint Service Account.
• Deselected - The users can not use the AgilePoint Service Account.

Default Value:

Deselected

Example:

Refer to:

• (Example) Use Anonymous Authentication in a Form-Based App
• (Example) Use Anonymous Authentication in a Process-Based App

Manage App Permissions

Function:

Specifies whether the associated users can give access right permission to an app.

Accepted Values:

• Selected - The users can give access control permission to an app.
• Deselected - The users can not give access control permission to an app.

Default Value:

Deselected

Create, Update, and Remove Event Services

Function:

Specifies whether the associated users can add, delete, and change the event services.

Accepted Values:

• Selected - The users can add, delete, and change the event services.
• Deselected - The users can not add, delete, and change the event services.

Default Value:

Deselected

View System Monitor and Dashboard

Function:

Specifies whether the associated users can access the System Monitor and Dashboard in Manage Center.

Accepted Values:

• Selected - The users can access the System Monitor and Dashboard in Manage Center.
• Deselected - The users can not access the System Monitor and Dashboard in Manage Center.

Default Value:

Deselected

Limitations:

• This field is available in AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.

Create, Update, and Remove Webhooks

Function:

Specifies whether the associated users can add, delete, or change the webhooks in Manage Center.

Accepted Values:

• Selected - The users can add, delete, or change webhooks.
• Deselected - The users can not change webhooks.

Default Value:

Deselected

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Create, Update, Remove Custom Views and Quick Launch

Function:

Specifies whether the associated users can add, delete, and change the custom views and the forms or views on the Quick Launch menu in Modern Work Center.

Accepted Values:

• Selected - The users can add, delete, and change the custom views and the forms or views on the Quick Launch menu.
• Deselected - The users can not change the items on the Quick Launch menu.

Default Value:

Deselected

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

Select All

Function:

Select all the fields listed in the Access Control tab.

Accepted Values:

• Selected - Selects all the fields in the Access Control tab.
• Deselected - Selects you select only necessary fields in the Access Control tab.

Default Value:

Deselected

Next

Opens this Screen:

Add Members to Role screen

Function of this Screen:

Adds members to a role.

Reassign a Task

Function:

Specifies whether the associated users can assign a given task to different participant.

Accepted Values:

• Selected - The users can assign a task to a different participant.
• Deselected - The users can not assign a task to a different participant.

Default Value:

Deselected

Cancel a Task

Function:

Specifies whether the associated users can cancel a human task activity.

Accepted Values:

• Selected - The users can cancel the task.
• Deselected - The users can not cancel the task.

Default Value:

Deselected

Create a Task

Function:

Specifies whether the associated users can create a human task.

Accepted Values:

• Selected - The users can create a task.
• Deselected - The users can not create a task.

Default Value:

Deselected

Create, Update, and Remove Delegations

Function:

Specifies whether the associated users can reassign a human task to different participant.

Accepted Values:

• Selected - The users can add, delete, and change a delegation.
• Deselected - The users can not add, delete, and change a delegation.

Default Value:

Deselected

Complete System Activities (Automated Tasks)

Function:

Specifies whether the Complete Automatic Work Item and Complete Procedure API methods can execute if trustedAuthorization is set to False on the AgilePoint Server.

Limitations:

This access right only applies in these conditions:

• AgilePoint NX OnPremises or AgilePoint NX Private Cloud.
• In the AgilePoint Server netflow.cfg file, trustedAuthorization is set to False.

  By default, trustedAuthorization is set to True. As such, this access control only applies if this configuration setting is changed on the AgilePoint Server.

• A system activity or custom AgilePart runs.

  More specifically, this access control tends to affect asynchronous type system activities, which must wait for input from an external system, such as a database or cloud-based service. If both trustedAuthorization and the Mark Automatic Work Item Completion access control are turned off (deselected or set to False), and the Complete Automatic Work Item method is called (usually from an API application), asynchronous activities may throw an Access Denied exception.

• System activities do not require intervention from human users. Therefore, this access control usually applies to either a user account associated with an API method call, or the AgilePoint Service Account. The Service Account is sometimes also used for API applications.

Accepted Values:

• Selected - If trustedAuthorization is set to False, the Complete Automatic Work Item API method can execute.

  This setting has no effect in these cases:

  • trustedAuthorization is set to True
  • A human task activity or AgileWork runs
• Deselected - If trustedAuthorization is set to False, access to the Complete Automatic Work Item API method is denied.

  For more information, refer to Why Do I Get an Access Denied Error for an API Method Call?

Default Value:

Deselected

Add or View Delegations For Other Users

Function:

Specifies whether the associated users can let a different participant to reassign a human task to different participant.

Accepted Values:

• Selected - The users can let a different participant to add and view a delegation.
• Deselected - The users can not let a different participant to add and view a Delegation.

Default Value:

Deselected

View All Tasks in Work Center

Function:

Specifies whether to show all the tasks in the All Tasks view in Work Center.

Accepted Values:

• Selected - Shows all the tasks in the All Tasks view.
• Deselected - Does not show all the tasks in the All Tasks view.

Default Value:

Deselected

View My Peer Group in Work Center

Function:

Specifies whether to show the tasks in the My Group Peers view in Work Center.

Accepted Values:

• Selected - Shows the tasks in the My Group Peers view.
• Deselected - Does not show the tasks in the My Group Peers view.

Default Value:

Deselected

Create, Update, and Remove Shared Variables

Function:

Specifies whether the associated users can add, remove, and change the shared variables.

Accepted Values:

• Selected - The users can add, remove, and change shared custom variables.
• Deselected - The users can not add, remove, and change shared variables.

Default Value:

Deselected

Update Variables

Function:

Specifies whether the associated users can change the AgilePoint process data variables.

Accepted Values:

• Selected - The users can change the process data variables.
• Deselected - The users can not change the process data variables.

Default Value:

Deselected

View Variables

Function:

Specifies whether the associated users can see the AgilePoint process data variables.

Accepted Values:

• Selected - The users can see the process data variables.
• Deselected - The users can not see the process data variables.

Default Value:

Deselected

Allow to Execute QueryDatabase() and QueryDatabaseEx()

Function:

Specifies whether the Query Database and Query Database (Extended Method) API methods can execute if trustedAuthorization is set to False on the AgilePoint Server.

Limitations:

This access right only applies in these conditions:

• AgilePoint NX OnPremises or AgilePoint NX Private Cloud.
• In the AgilePoint Server netflow.cfg file, trustedAuthorization is set to False.

  By default, trustedAuthorization is set to True. As such, this access control only applies if this configuration setting is changed on the AgilePoint Server.

Accepted Values:

• Selected - If trustedAuthorization is set to False, the Query Database and Query Database (Extended Method) API method can execute.

  This setting has no effect in these cases:

  • trustedAuthorization is set to True
  • A human task activity or AgileWork runs.
• Deselected - If trustedAuthorization is set to False, access to the Query Database and Query Database (Extended Method) API method is denied.

  For more information, refer to Why Do I Get an Access Denied Error for an API Method Call?

Default Value:

Deselected

Initiate a Process

Function:

Specifies whether the associated users can start a process.

Accepted Values:

• Selected - The users can start a process.
• Deselected - The users can not start a process.

Default Value:

Deselected

Suspend and Resume a Process

Function:

Specifies whether the associated users can pause or continue a process.

Accepted Values:

• Selected - The users can pause or continue a process.
• Deselected - The users can not pause or continue a process.

Default Value:

Deselected

Resend and Cancel an Email Notifications

Function:

Specifies whether the associated users can resend and cancel an email notification managed by AgilePoint.

Accepted Values:

• Selected - The users can resend and cancel an e-mail notification.
• Deselected - The users can not resend and cancel an e-mail notification.

Default Value:

Deselected

Cancel a Process

Function:

Specifies whether the associated users can cancel a process.

Accepted Values:

• Selected - The users can cancel a process.
• Deselected - The users can not cancel a process.

Default Value:

Deselected

Rollback a Process

Function:

Specifies whether the associated users can go back to any activity without cancelling or stopping the running process.

Accepted Values:

• Selected - The users can move a process back.
• Deselected - The users can not move a process back.

Default Value:

Deselected

Archive and Restore Processes

Function:

Specifies whether the associated users can archive and restore processes.

Accepted Values:

• Selected - The users can archive and restore processes.
• Deselected - The users can not archive and restore processes.

Default Value:

Deselected

View Process Details

Function:

Specifies whether the associated users can see the information about the process.

Accepted Values:

• Selected - The users can see information about the process.
• Deselected - The users can not see information of the process.

Default Value:

Deselected

Select All

Function:

Selects all the fields listed in the process tab.

Accepted Values:

• Selected - Selects all the fields in the process tab.
• Deselected - Selects only the necessary fields in the process tab.

Default Value:

Deselected

Next

Opens this Screen:

Add Members to Role screen

Function of this Screen:

Adds members to a role.

Enable Work Center Access

Function:

Specifies whether the associated users can open the Work Center.

Accepted Values:

• Selected - The users can open the Work Center.
• Deselected - The users can not open the Work Center.

Default Value:

Deselected

Enable Announcements and System Notification Access

Function:

Specifies whether the associated users can see announcements and system notifications on the AgilePoint NX Portal home page.

Accepted Values:

• Selected - The users can see announcements and system notifications.
• Deselected - The users can not see announcements and system notifications.

Default Value:

Deselected

Enable Analytics Center Access

Function:

Specifies whether the associated users can open Analytics Center.

Accepted Values:

• Selected - The users can open Analytics Center.
• Deselected - The users can not open Analytics Center.

Default Value:

Deselected

Limitations:

• Analytics Center is installed and licensed in your environment.

Enable App Builder Access

Function:

Specifies whether the associated users can open the App Builder.

Accepted Values:

• Selected - The users can open the App Builder.
• Deselected - The users can not open the App Builder.

Default Value:

Deselected

Enable Collaboration Access

Function:

Specifies whether the associated users can open the Collaboration Center.

Accepted Values:

• Selected - The users can open the Collaboration Center.
• Deselected - The users can not open the Collaboration Center.

Default Value:

Deselected

Enable App Store Access

Function:

Specifies whether the associated users can open the App Store.

Accepted Values:

• Selected - The users can open the App Store.
• Deselected - The users can not open the App Store.

Default Value:

Deselected

Enable Manage Center Access

Function:

Specifies whether the associated users can open the Manage Center.

Accepted Values:

• Selected - The users can open the Manage Center.
• Deselected - The users can not open the Manage Center.

Default Value:

Deselected

Select All

Function:

Selects all the fields listed in the process tab.

Accepted Values:

• Selected - Selects all the fields in the process tab.
• Deselected - Selects only the necessary fields in the process tab.

Default Value:

Deselected

Next

Opens this Screen:

Add Members to Role screen

Function of this Screen:

Adds members to a role.

Create, Delete, and Import Apps

Function:

Specifies whether the associated users can add, delete, and import the app.

For more information, refer to

• Create a Process-Based App
• Create a Form-Based App With a Database Table
• Create a Form-Based App with AgilePoint Data Entities (Classic)
• Create a Form-Based App with a Salesforce Entity (Classic)
• Create a Widget Form
• Import App screen

Accepted Values:

• Selected - The users can add, delete, and import the app.
• Deselected - The users can not add, delete, and import the app.

Default Value:

Deselected

Publish Apps

Function:

Specifies whether the associated users can release or publish an app.

Accepted Values:

• Selected - The users can release or publish an app.
• Deselected - The users can not release or publish an app.

Default Value:

Deselected

Create, Update, and Application Resources

Function:

Specifies whether the associated users can add, delete, and change the application resource such as e-mail templates, access tokens, and shared variables for the associated users.

Accepted Values:

• Selected - The users can add, delete, and change the application resources.
• Deselected - The users can not add, delete, and change the application resources.

Default Value:

Deselected

Check In and Check Out Application Resources

Function:

Specifies whether the associated users can check in and check out application resource such as process models, eForms, and data models.

Accepted Values:

• Selected - The users can check in and check out application resources.
• Deselected - The users can not check in or check out application resources.

Default Value:

Deselected

Undo Check Out the User's Own Files

Function:

Specifies whether the associated users can check in their files.

Accepted Values:

• Selected - The users can check in their files.
• Deselected - The users can not check in their files.

Default Value:

Deselected

Check In or Undo Check Out Another User's Changes

Function:

Specifies whether the associated users can check in and check outchanges from other users.

Accepted Values:

• Selected - The users can check in and check out changes made by other users.
• Deselected - The users can not check in and check out changes made by other users.

Default Value:

Deselected

Enable Anonymous Forms

Function:

Specifies whether the associated users can give anonymous access to your runtime app user to submit the form without authentication.

Accepted Values:

• Selected - The runtime app user can submit the form with no authentication.
• Deselected - The runtime app user must complete authentication to AgilePoint NX to submit the form.

Default Value:

Deselected

Example:

Refer to:

• (Example) Use Anonymous Authentication in a Form-Based App
• (Example) Use Anonymous Authentication in a Process-Based App

View and Modify System Configuration

Function:

Specifies whether the associated users can see and change the AgilePoint system configuration.

Accepted Values:

• Selected - The users can see and change the AgilePoint system configuration.
• Deselected - The users can not see and change the AgilePoint system configuration.

Default Value:

Deselected

Save and Remove Temporary Files (API)

Function:

Specifies whether the Save Temporary File and Remove Temporary File API methods can execute if trustedAuthorization is set to False on the AgilePoint Server.

Limitations:

This access right only applies in these conditions:

• AgilePoint NX OnPremises or AgilePoint NX Private Cloud.
• In the AgilePoint Server netflow.cfg file, trustedAuthorization is set to False.

  By default, trustedAuthorization is set to True. As such, this access control only applies if this configuration setting is changed on the AgilePoint Server.

Accepted Values:

• Selected - If trustedAuthorization is set to False, the Save Temporary File and Remove Temporary File API method can execute.

  This setting has no effect in these cases:

  • trustedAuthorization is set to True
• Deselected - If trustedAuthorization is set to False, access to the Save Temporary File and Remove Temporary File API method is denied.

  For more information, refer to Why Do I Get an Access Denied Error for an API Method Call?

Default Value:

Deselected

Create Process Models

Function:

Specifies whether the associated users can add process models.

Accepted Values:

• Selected - The users can add process models.
• Deselected - The users can not add process models.

Default Value:

Deselected

Check In and Check Out Process Models

Function:

Specifies whether the associated users can check in and check out a process models from a data source.

Accepted Values:

• Selected - The users can check in and check out process models.
• Deselected - The users can not check in or check out process models.

Default Value:

Deselected

Delete and Disable Process Models

Function:

Specifies whether the associated users can delete and disable a process model that it is not used.

Accepted Values:

• Selected - The users can delete and disable the process model.
• Deselected - The users can not delete or disable a process model.

Default Value:

Deselected

Release a Process Model

Function:

Specifies whether the associated users can release a process model.

Accepted Values:

• Selected - The users can release a process model.
• Deselected - The users can not release a process model.

Default Value:

Deselected

Select All

Function:

Selects all the fields on the tab.

Accepted Values:

• Selected - Selects all the fields on the tab.
• Deselected - Selects only the necessary fields.

Default Value:

Deselected

Next

Opens this Screen:

Add Members to Role screen

Function of this Screen:

Adds members to a role.

Manage Settings for NX Portal

Function:

Specifies whether the associated users can change the settings for AgilePoint NX Portal on the Portal Settings.

Accepted Values:

• Selected - The users can change the settings for NX Portal on the Portal Setting.
• Deselected - The users can not change the settings for NX Portal on the Portal Setting.

Default Value:

Deselected

Manage Settings for Work Center

Function:

Specifies whether the associated users can change the settings for Work Center on the Work Center Settings.

Accepted Values:

• Selected - The users can change the settings for Work Center on the Work Center Settings.
• Deselected - The users can not change the settings for Work Center on the Work Center Settings.

Default Value:

Deselected

Manage Settings for Manage Center

Function:

Specifies whether the associated users can change the settings for Manage Center on the Manage Settings screen.

Accepted Values:

• Selected - The users can change the settings for Manage Center on the Manage Settings screen.
• Deselected - The users can not change the settings for Manage Center on the Manage Settings screen.

Default Value:

Deselected

Manage Settings for App Builder

Function:

Specifies whether the associated users can change the settings for App Builder on the App Builder Settings.

Accepted Values:

• Selected - The users can change the settings for App Builder on the App Builder Settings.
• Deselected - The users can not change the settings for App Builder on the App Builder Settings.

Default Value:

Deselected

Manage Settings for Mobile Apps

Function:

Specifies whether the associated users can change the settings for Mobile Apps on the Mobile Settings.

Accepted Values:

• Selected - The users can change the settings for Mobile Apps on the Mobile Settings.
• Deselected - The users can not change the settings for Mobile Apps on the Mobile Settings.

Default Value:

Deselected

Manage Settings for Administration

Function:

Specifies whether the associated users can enable authentication providers and add users to AgilePoint NX on the Admin Settings screen.

Accepted Values:

• Selected - The users can enable authentication providers and add user on the Admin Settings screen.
• Deselected - The users can not enable authentication providers and add user on the Admin Settings screen.

Default Value:

Deselected

Manage Settings for Tenant

Function:

Specifies whether the associated users can change the settings for AgilePoint NX tenant on the Tenant Settings.

Accepted Values:

• Selected - The users can change the settings for AgilePoint NX tenant on the Tenant Settings.
• Deselected - The users can not change the settings for AgilePoint NX tenant on the Tenant Settings.

Default Value:

Deselected

Manage Settings for Analytics Center

Function:

Specifies whether the associated users can change the settings for Analytics Center on the Analytics Settings.

Accepted Values:

• Selected - The users can change the settings for Analytics Center on the Analytics Settings.
• Deselected - The users can not change the settings for Analytics Center on the Analytics Settings.

Default Value:

Deselected

Select All

Function:

Selects all the fields listed on the Settings tab.

Accepted Values:

• Selected - Selects all the fields on the Settings tab.
• Deselected - Selects only the necessary fields on the Settings tab.

Default Value:

Deselected

Next

Opens this Screen:

Add Members to Role screen

Function of this Screen:

Adds members to a role.

Add, Remove, and Modify Report Configuration

Function:

Specifies whether the associated users can add, remove, and change the configuration menu in Report Center.

Accepted Values:

• Selected - The users can add, remove, and change the configuration menu in Report Center.
• Deselected - The users can not add, remove, and change the configuration menu in Report Center.

Default Value:

Deselected

Manage Personal Reports

Function:

Specifies whether the associated users can see, create, change, rename, and delete their personal reports and folders in Report Center. The associated users can copy reports to a target where they have permissions to create a report.

Accepted Values:

• Selected - The users can see, create, change, rename, and delete their personal reports and folders.
• Deselected - The users can not see, create, change, rename, and delete their personal reports and folders.

Default Value:

Deselected

Manage Shared Reports

Function:

Specifies whether the associated users can see, create, change, rename, and delete shared reports and personal folders. The associated users can copy reports to a target where they have permissions to create a report.

Accepted Values:

• Selected - The users can see, create, change, rename, and delete shared reports and personal folders.
• Deselected - The users can not see, create, change, rename, and delete shared reports and personal folders.

Default Value:

Deselected

View Shared Reports

Function:

Specifies whether the associated users can see shared reports. The associated users can copy reports to a target where they have permissions to create a report.

Accepted Values:

• Selected - The users can see the shared reports.
• Deselected - The users can not see the shared reports.

Default Value:

Deselected

Power End User

Function:

Specifies whether the associated users can see, create, change, rename, archive, and delete their personal reports and folders in Report Center. The associated users can also export and e-mail the reports.

Accepted Values:

• Selected - The users can see, create, change, rename, archive, export, send e-mail and delete their personal reports and folders.
• Deselected - The users can not see, create, change, rename, archive, export, send e-mail and delete their personal reports and folders.

Default Value:

Deselected

Scheduled and Archived Reports

Function:

Specifies whether the associated users can schedule and store reports that are available to them. The associated users can also see archived reports.

Accepted Values:

• Selected - The users can schedule and store available reports and see archived reports.
• Deselected - The users can not schedule and store available reports and see archived reports.

Default Value:

Deselected

System Administration

Function:

Specifies whether the associated users can have all permissions for the Report Center.

Accepted Values:

• Selected - The users can have all permissions for Report Center.
• Deselected - The users can not have all permissions for Report Center.

Default Value:

Deselected

View Personal Reports

Function:

Specifies whether the associated users can see their personal reports in Report Center. The associated users can copy reports to a target where they have the permissions to create a report.

Accepted Values:

• Selected - The users can see their personal reports.
• Deselected - The users can not see their personal reports.

Default Value:

Deselected

Select All

Function:

Selects all the fields on the tab.

Accepted Values:

• Selected - Selects all the fields on the tab.
• Deselected - Selects only the necessary fields.

Default Value:

Deselected

Role Type

Function:

Specifies the type of role for Analytics Center.

Accepted Values:

• Advanced Report Creator - Associated users can add, remove, and change the advanced reports, dashboards, and schedules in Analytics Center.
• Report Viewer - Associated users can subscribe, print, email, export, and view history of reports, and dashboards in Analytics Center.
• Basic Report Creator - Associated users can add, remove, and change the basic reports, dashboards, and schedules in Analytics Center.
• Administrator - Associated users have all permissions for the Analytics Center.
• Custom - Associated users can configure permissions on the Analytics Settings screen.

Default Value:

Report Viewer

Manage Analytics Settings

Opens this Screen:

Analytics Settings screen

Next

Opens this Screen:

Add Members to Role screen

Function of this Screen:

Adds members to a role.

Add Member

Opens this Screen:

Add Role > Members screen

Function of this Screen:

Adds members to a role.

Example:

Refer to:

• (Example) Add a Member to a Role
• (Example) Add Administrators

Remove Member

Function:

Removes the selected member from the current members list.

To Open this Field:

1. Select your member from the current members list.

Current Members

Function:

Specifies the current user or group for the role.

Accepted Values:

A valid 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

Example:

Refer to:

• (Example) Add Administrators

Finish

Function:

Saves the information of the members who are made or changed to the role.

Back

Function:

Goes to the processes screen.

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:

Group

Example:

Refer to:

• (Example) Add a Member to a Role
• (Example) Add Administrators

Search

Function:

Does a search based on the specified options.

Example:

Refer to:

• (Example) Add a Member to a Role
• (Example) Add Administrators

Available Members

Function:

Specifies the available user or group to add to the role.

Accepted Values:

A valid AgilePoint user or group.

Default Value:

None

Example:

Refer to:

• (Example) Add a Member to a Role
• (Example) Add Administrators

Type

Function:

Specifies the type of member for the role or group.

Accepted Values:

• User
• Group

Default Value:

None

Example:

Refer to:

• (Example) Add Administrators