Monday, November 27, 2017

Setting Up Roles

Use Roles under Users in the Administration > Administration block to define specific positions or status in a group or organization. For example, you can create a role for Accounting Manager, Sales Representative, or System Administrator. To add a new role, click New role in the Right panel. To edit a role, click the pencil icon for the role in the List of roles.

  • Portal or pages personalized with the authoring tool are usually associated with roles if they are shared between several users with the same position in the organization.

  • In the Administration section, you can assign the selected role to an existing group, badge, security profile, Navigation page, Landing pages, Business objects profiles, and mobile applications.
    • If these items have not already been created, you can assign the role when creating the actual group, badge, and security profile.
    • You can assign multiple groups and badges to a single role.
  • For a given installation, a set of badges is provided with the license file.
    • You receive a certain number of application badges, etc.
    • Badges are typically designed for specific roles.
    • The badges are assigned to a role in order to handle license rights.
    • Users assigned to the role consume the available badges.
    • If no more badges are available for the role, the connection with the role is not possible.
  • The Explorer section of the window graphically displays the role and how it is associated with groups, users, badges, and security profiles.



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Sage X3 and Sage Software are trademarks of Sage Software, Inc. Microsoft SQL Server, Microsoft SQL Enterprise Manager and SQL Server Management Studio are registered trademarks of Microsoft Corporation. Oracle is is a registered trademark or Oracle Corporation. All other product names used here are trademarks or registered trademarks of their respective owners.
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