Creating custom roles

You can define roles of your own and assign them permissions.

To define and configure permissions for a new role:

1. Sign in as an Administrator

2. On the header, select Administration.

3. On the navigation pane, expand Users, and then select Roles.

4. On the Roles page, click NEW.

5. In the CREATE NEW ROLE dialog box, provide the information described in the following table.

   Except for a new line in the Name and Description fields, values must not start with the characters =, -, +, or @, and must not include control characters. For a complete list of Unicode characters included in the restricted ranges, see Control characters in ASCII and Unicode.

   Field	Description
   Name	Role name
   Description	(Optional, but recommended) Role description
   Universal access	To assign the new role access to all application versions, select this check box. OpenText strongly recommends that you select universal access only for administrator‑level users.

6. To add permissions, click +ADD PERMISSIONS.

   Permissions specify the functional areas available to users in this role.

7. In the ADD PERMISSIONS dialog box, scroll through the table, and select the check boxes that correspond to the permissions that you want to grant to the new role.

8. Click DONE.

   If any of the permissions you selected require additional permissions, these are listed with a warning symbol .

9. To add any required dependencies to the new role, click ADD MISSING PERMISSIONS.

   The CREATE NEW ROLE dialog box now lists the additional dependent permissions.

10. Click SAVE.

Application Security checks permissions to guard against states that are known to be incompatible. If the role and permissions you selected do not conflict, then you are returned to the Roles page, which displays detailed information about the new role.