Create a Role
Use the Role Manager in CSM Administrator to create a role.
A role controls how data is presented in that person's CSM environment. For more information, see About Roles.
When you create a role, you define:
- Name and description.
- Primary Business Object: A Primary Object is the Business Object that the system defaults to for any newly added items (if there is not some other default). For example, if a role's default Business Object is Incident, when a new dashboard widget is created, it defaults to being an Incident Widget. In many cases, the system remembers the last selected Business Object for an option (example: Quick Search on the Task Pane defaults to searching the last selected Business Object). However, if there is no previous value, or a particular option does not remember the last choice, CSM uses the Primary Object.
- Available Business Objects: Business Objects that the role can access from the New menu, Quick Search, and Item Managers; cleared roles will be suppressed (not visible from those locations) but not restricted (that is, the UI will not be cluttered with the Business Object but the role can still access the Business Object when in a Relationship with accessible objects). For example, if Problem is not selected, Problem will not be on the New menu but users of this role will still be able to access Problems through Incidents.
- Default system items for the role:
- Dashboard
- Dashboard Theme
- Heads-Up Display (HUD)
- Calendar
- Visualization
- Custom Views: View to use when members of this role log into the CSM Desktop Client (applicable for users only) and the CSM Web Applications (Portal for Customers and Browser Client for users).
- Culture: Determines the cultures available for users assigned to the role.
Good to know:
- If no default role dashboard/HUD is selected, the Global defaults are used.
- With security rights, a user can override the role defaults and select their own defaults. For more information, see Security Rights.
- Customers have limited options and cannot override defaults in the Portal.
- A system administrator can clear role and user defaults (for a specific user/role or all), resetting the defaults to the global-defined settings ( in the User Manager or Role Manager).
To create a role: