Creating a Role

This section describes the steps to create a role.

To create a role:

  1. On the ESA Web UI, navigate to Policy Management > Roles & Member Source > Roles.

  2. Click Add New Role.

    The New Role screen appears.

  3. Enter a unique name for the role in the Name textbox.

    Note: Ensure that the length of the role name does not exceed 55 characters.

  4. Enter the required description for the role in the Description textbox.

  5. In the Mode drop-down, select a refresh mode.

    For more information about about mode types for a role, refer to section Mode Types for a Role.

  6. If you want to apply this role to all members in all the member sources, click Applicable to all members. If enabled, the role is applied to all members in users or groups that do not belong to any other role.

  7. Click Save.