Creating roles and assigning permissions

You can create roles on the server and assign permissions to them.

About this task

By default, new roles have no permissions. Therefore, when you create a role, you must add all the permissions for that role. For example, if you do not add permission to view the pages of the server user interface in the Web UI section, users can log in to the server but cannot see any information.

Procedure

  1. On the server, click Settings > Role Configuration.
  2. In the Role Configuration pane, click Create Role.
  3. In the Create User Role dialog box, enter a name for the role, and then click Save.
  4. Click the role to select it.
  5. With the role selected, select the object type to which you want to assign permissions, such as environments, applications, or components. All security types for the selected object type are displayed. For information about creating security types, see Creating security types.

    In the following figure, the security types for the Agent product area are displayed. Because the agentSuper role is selected, only that role is affected by permission changes to the Standard Agent and agentManager security types. That is, if you select the Agent object type for the deploySuper role, the granted permissions reflect the settings that were defined the last time that role was modified.

    Product area security types
  6. In the Permissions Granted to Role Members pane, grant permissions by selecting the associated check box for a security type. You can select all edit subpermissions by selecting the Edit check box. To deselect all subpermissions, clear the corresponding check boxes. Select individual subpermissions by expanding the Edit list and clicking the corresponding check boxes. For information about editing subpermissions, see Security types
    Note: If a role grants the Create permission for some object type, such as components, it is important that the role also grant the Edit Basic Settings and Manage Teams permissions for that type. Otherwise, the options for creating the object are limited.
    For information on the permissions that are available, see Permission reference.
  7. Required: Click the Web UI category, and specify the pages in the server user interface that the role can access. Each option in this list refers to a top-level page in the user interface. For example, if you do not select the Applications Tab option in this list, users with this role do not see the top-level Applications tab when they log in to the server. You can select each tab separately.
  8. Optional: If the role users need system permissions, such as the ability to change permissions, click Server Configuration, and specify those permissions. For more information, see Setting server configuration security.

What to do next

Assign roles to users by adding users or groups to teams. You cannot assign a role to a user directly; users must be assigned roles when they are added to teams. See Assigning users to teams.

Feedback