Define roles

Add roles in the Administration Console to control user access to different parts and functions of Dimensions CM. To create and modify roles, you need the Manage Role Definitions privilege.

For an overview of roles and role capabilities, see Dimensions CM roles.

Add roles

Create new roles in the base database so that you can then assign them to individual users for a specific product or design part.

For details on how to assign roles, see Assign roles.

To add a role:

  1. In the Administration Console, go to Users, Groups, Roles and Privileges > Role definitions.

  2. In the Role Definitions toolbar, click New.

  3. In the New Role Definition dialog box, enter these details:

    Field Description
    ID

    Enter a name for the role, up to 25 characters long.

    Note: Role names cannot start with the dollar sign ($), as it is reserved for predefined Dimensions CM roles.
    Description Enter a description of the role, up to 240 characters long.

  4. Select the Keep open check box if you want the dialog box to remain open after adding the role.

  5. Click OK.

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Modify roles

You can edit, copy, or delete roles in the Administration Console.

Guidelines for modifying roles:

  • You cannot delete a role while it is specified within any lifecycle.

  • When you remove a Dimensions CM user or role from a product, the inbox for the user does not change. A relevant new user role can carry out those actions.

  • You cannot copy or edit the ID of an existing role.

  • When you copy a role, the role assignments of the existing role are also copied to the new role.

To edit, copy, or delete a role:

  1. In the Administration Console, go to Users, Groups, Roles and Privileges > Role definitions.

  2. In the Role Definitions navigation pane, select a role to edit, copy, or delete.

    To edit or delete multiple roles, select the top-level Role Names icon in the navigation pane. Then select multiple roles in the content pane.

  3. To edit the role's description, click the Edit button in the content pane. In the Edit Role Definition dialog box, change the description, and click OK.

  4. To create a role by copying the selected role, click Copy on the toolbar.

    In the Copy Role Definition dialog box, enter a name for the new role. Optionally, change the description that was copied from the source role. Click OK.

  5. To delete the role, click Delete on the toolbar, and confirm.

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See also: