AX2582

Managing roles

Using the Security Management dialog, you can create new roles, edit existing roles, and delete roles. To access this dialog:

  • On the Axiom tab, in the Administration group, click Manage > Security > Security Manager.

    NOTE: In systems with installed products, this feature may be located on the Admin tab. In the System Management group, click Security > Security Manager.

To work with roles, select Roles in the top left-hand corner of the dialog. To save changes, click Apply (or OK if you are finished editing security settings).

NOTE: Subsystem administrators can only work with roles that belong to their assigned subsystem. The role list is filtered to only show those roles.

Creating roles

You can create a new blank role, or you can clone the settings of an existing role. If you clone a role, all of that role's settings are copied to the new role, including assigned users.

To create a role, click one of the following buttons located underneath the role list:

  • To create a new blank role, click Create role .
  • To clone an existing role, select that role in the list and then click Clone role .

The new role is added to the list. You can define the security settings for the new role as desired, and you can assign users to the role.

If you are a subsystem administrator, then all roles that you create must belong to a subsystem. If you are an administrator for only one subsystem, then any new roles are automatically added to that subsystem. If you are an administrator for multiple subsystems, then the role is automatically assigned to one of the subsystems—you can later change the assignment as needed.

Editing roles

To edit a role, select a role from the Roles list, then make any changes to that role. Changes to role settings are applied to users who are assigned to that role when the changes are saved.

Deleting roles

To delete a role, select a role from the Roles list, then click Delete role . You are prompted to confirm that you want to delete the role.

A role cannot be deleted if users are assigned to it.

TIP: If you have a role that you want to delete and many users are assigned to it, you can delete it using the Open Security in Spreadsheet feature. The users will be automatically updated to remove the role assignment. For more information, see Bulk edit of security.

See also