On this tab, you can create one or more custom roles and then add ${User.Plural}, User Groups, and assign security roles.
How to define a Custom ${Role.Name}
- In the Role column, mouse-over ${Actions} and select ${New} ${Role.Name}.
- In the ${New} ${Role.Name} dialog box, enter the details and click on ${Save}.
- The ${New} ${Role.Name} will be displayed in the table.
- To select security roles for the custom role,
- Click on the panel icon in the ${Actions} column and select ${CrewSecurityHeading} ${Role.Plural} option.
- In the Select ${CrewSecurityHeading} ${Role.Plural} dialog box, select one or more security roles and click on ${Save}.
- The selected ${CrewSecurityHeading} ${Role.Plural} will be displayed in the corresponding ${CrewSecurityHeading} ${Role.Plural} column.
- To select one or more members for the custom role,
- Click on the panel icon in the ${Actions} column and choose the Select Members option.
- From the Select Members dialog box, select one or more members to be associated with the custom role and then click on ${Save}.
- Specify details for the following attributes:
- Used By Online Crew: Select this checkbox to make the ${Role.Name} available for selection when setting up Online ${Supplier.Name} collaboration.
- Manage Preferences: Select this checkbox to manage preferences.
- Enable Breadcrumb search: Select this checkbox to enable breadcrumb search.
To execute the icons in the ${Actions} column, refer Generic Features.
For changes to be reflected within the C8 application , from the main menu bar, select Actions > Update Configuration.