Creating and Editing Roles

Note: To edit an existing role (for example, to change its name), you must have the role checked out.

To create a new role:

  1. Right-click the Roles heading in App Explorer, and select Add New Role.
    Tip: You can import a shared role instead of creating a new one. For details, see Shared Roles.
  2. In the role Property Editor, give the role a name (maximum of 64 characters), and then enter a description for it.
    Note: The description is optional, but it can be useful for clarifying to others (or to yourself at a later time) what functions are to be performed by users assigned to this role.
  3. Select the Shared check box if you want to import the role into another application in the process app. The role in the other application will have the same privileges. For details, see Shared Roles.
  4. Associate privileges with the role by selecting or clearing the text boxes in the roles editor. The privileges determine what users with this role can do in the various categories (such as items and fields).
    Note: The set of available privileges from which to select is different depending on whether you are creating a role for a primary table or for an auxiliary table. This is because the activities that you can perform for the two types of table are different.
    • To select all listed privileges at once, click Check all. To clear all the check boxes, click Uncheck all.
    • To group privileges, click a column header in the editor. To sort privileges alphabetically within a group, click the Privileges column header before you click the other column header, or press the Shift key while clicking the group column header. The sorting is remembered in the next SBM Composer session.
  5. Save your changes by clicking the Save locally icon, or click Check In on the Repository tab of the Ribbon to both save your changes locally and check them in to the repository.

Shared Roles

There are some roles that need to be in multiple applications in a process app. A role that is marked as "shared" can be imported into any other application in a process app. The name and privileges granted to the shared role will apply to the role in the other applications.

Note: You can change the name of the role in the new application and change its privileges later; however, you must clear the check box in order to rename a shared role.

If the Shared check box is selected for any role in any application:

Shared roles do not apply to roles in the Global Process App because the Global Application is the only application that exists in the Global Process App.