3.1 Creating Roles

  1. In the Identity Vault panel, click New Role to display the Add Role dialog box,

  2. Fill in the following fields to define the role:

    Name: Specify a name to identify the role. You cannot include the following characters in the name: < > , ; \ " + # = / | & *

    Description: Specify a description of the role.

    Level: Select whether the role is a Business Role, IT Role, or Permission Role. Business Roles define operations that have business meaning within the organization. IT Roles support technology functions. Permission Roles define lower-level privileges.

    If the level you select has a next to it, the level includes containers to organize the roles. You can click the to display the containers.

    Category: Select the category in which to place the role.

    Owners: Select the users who are responsible for the role definition. To select an owner, specify whether you want to search using First Name or Last Name, specify the name (or the partial name) in the Search field, then click Search. After the matching names are displayed, select the desired user, then click to move the user to the Selected Owners list.

  3. Click OK to create the role in the Identity Vault.