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 Theme
- Heads-Up Display (HUD)
- 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 (File > Clear Settings in the User Manager or Role Manager).
To create a role:
- Open the Role Manager. For more information, see Open the Role Manager.
The Manager lists the existing roles.
- Select Create New.
A [New] role is added to the list.
- Define general information for the role:
- Name: Specify a name for the role.
Select the image to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.
- Primary Object: From the drop-down list, select a primary Business Object for the role.
Provide a description to use within CSM (search this property in CSM Item Managers).
- Control Business Objects available with this role: Select the Ellipses to select Business Objects that the role can access.
- Select default CSM Items for the role (dashboard/Heads-Up Display/calendar/visualization):
- Use default: Select this option to have the role use the Global defaults.
- Dashboard/Dashboard Theme/Heads-Up Dashboard (HUD)/Calendar/Visualization: Select these options to select specific default CSM items for the role. The Managers open to select an existing item or create a new item. Be sure to select items that everyone in that role can access (that is, the item must be in scope). For more information, see Scope.
For dashboard theme, you can select to use the Global Dashboard Theme, the dashboard's default theme, or a specifically-selected theme.
Most defaults can be overridden by a user assuming they have security rights. For example, a user can right-click a displayed dashboard and choose to make it their default Home dashboard instead of the system administrator-chosen default. Also, for most options, there is a Global default that is displayed if the role does not explicitly override it. Customers have limited options and cannot override defaults in the Portal. System administrators can clear user defaults by selecting File > Clear Settings.
- Select the Views 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).
Typically, Customers will have a limited Portal view.
- Select culture options for the role. For more information, see Set Cultures for Roles.
- Select Save.