Role Management tab (for SaaS only)

This section describes how to manage roles for ALM SaaS roles by using Web Administration.

Note: Only users with the role that has the View Roles permission can access the Role Management tab. Site admin and customer admin users are given this permission by default.

Role Management overview

ALM SaaS environments use roles to control permissions for SaaS users. The permissions cover the following areas:

  • Customers

  • Projects

  • Authentication

  • Role Management

  • User Management

  • Audit log

  • Usage report

  • Connected users

For an end customer, permissions in each area are grouped under My Customer Context Permissions. You can select permissions for the end customer only.

For a owner customer, permissions in each area are grouped under My Customer Context Permissions and Switch Customer Context Permissions. Under My Customer Context Permissions, you select permissions for the owner customer. Under Switch Customer Context Permissions, you select permissions for the end customer below the owner customer.

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Manage roles

In the Role Management tab, you can create, clone, edit, and delete roles.

Action Details
Create a role
  1. Click the Add button .

  2. Enter the role name, and click .

  3. From the permissions list grouped by areas, select the permissions for the role.

  4. Click Save.

Clone a role
  1. From the All Roles list, hover over an existing role, and click the Clone button .

  2. Enter the name for the copied role, and click .

  3. From the permissions list grouped by areas, select the permissions for the role.

  4. Click Save.

Edit a role
  1. From the All Roles list, hover over an existing role, and click the Edit button to edit the role name.

  2. From the permissions list grouped by areas, update the permissions for the role.

  3. Click Save.

Delete a role
  1. From the All Roles list, hover over an existing role, and click the Delete button .

  2. Click Yes in the confirmation dialog box.

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See also: