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Creating a Security Role

You can create a new security role if none of the predefined roles meet your needs. You can customize the new role by assigning specific permissions to each document type listed in the Permissions section. Note that you need access to the security permission settings in order to create security roles.

To create a security role

1. Open the Roles register from the appropriate work area.

For information on the contents of each Roles register and which one to use, see "About the Roles Register".

2. Click New.

A blank role document appears.

3. Complete the following required information:
• Name:Type the name of the new role. This name should identify the Proliance features associated with the role.
• Description:Type a brief description of the Proliance features the role contains.
4. Under the Permissions section, select the permissions that this role will have. For more information, see "Assigning Permissions to a Role".
5. Click Save when done.

Proliance saves the new role. This role is now available to be assigned to users.