Note: To edit an existing role (for example, to change its name), you
must have the role checked out.
To create a new role:
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
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 what functions are to be performed by users assigned to this role.
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
Associate privileges with the role by selecting or clearing the
check 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
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,
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
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
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.
Shared check box is selected for any role in any
After you add another application to the process app, you are
prompted whether you want to add the shared roles from existing applications to
the new application.
When you right-click the
Roles heading in App Explorer, you can select
Add Shared Role and then select a shared role
as the role (or as the basis for the role) you want to add to the other
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