Working with Roles

An overview of roles in Policy Management.

The authorization criteria for each user is defined in form of members of roles. Roles determine and define the unique data access privileges for each member. Each role is associated with a level of authorization granted to all its members, including specific data access privileges.

The following figure shows the New Role screen.

Role Screen

The following table provides the description for each element available on the of the Web UI.

CalloutUI ElementDescription
1NameThe unique name of the role.
2DescriptionThe description of the role.
3ModeThe refresh mode for that role. For more information about refresh mode, refer to section Mode Types for a Role.
4Applicable to all membersIf enabled, the specific role will be applied to any member that does not belong to any other role.

Creating a Role

This section describes the steps to create a role.

Mode Types for a Role

The mode types for a role defines how roles are synchronized and then updated in a security policy. The users are refreshed in the policy as per the mode settings.

Adding Members to a Role

Users are assigned to a Role by adding them as members under the role. The member types are categorized as specific users or a group of users.

Synchronizing, Listing, or Removing Members in a Role

When you add or delete members in a group, you need to synchronize the members in a role to reflect the updates done to the group.

Searching User

This section provides information on how to search a user.

Last modified : August 07, 2024