Assigning Roles Across Applications

Prerequisites:

Create roles for an application in SBM Composer, assign privileges to those roles, and then deploy the application.

The main Roles view enables you to quickly assign roles to users and groups for projects in multiple applications. For example, from one view, you can assign one set of users to an "IT Technician" role in an IT Help Desk application and another set of users to an "Employees" role in a Time-off Request application.

To assign users and groups to roles for different applications:

  1. From the Administrator Portal, select the Roles icon.
  2. Use one of the following methods to find the project for which you want to associate roles to users and groups:
    • Navigate to the project from the list of applications on the left, following the steps in Navigating Projects.
    • Search for the project.
  3. Select the project in the bottom pane and a role in the top pane, and then:
    • Click User Assignment to assign users to the role.
    • Click Group Assignment to assign groups to the role.
  4. Navigate to or search for the user or group to assign to the role, and then:
    • Click Enable to enable the user or group for role.
    • Click Inherit to return to the inherited status, which is "disabled" if the role was not assigned for a parent project.
    Tip: You can select multiple users or groups in the list and assign them to the role at once. You can also filter the list of users and groups by status (Enabled or Disabled).
  5. Save your changes.