Manage roles

  1. In the category menu, expand Security, and then click Roles.

  2. Select one of the following:

    • To create a new role, click New Role.

    • To make a copy of an existing role, select the role in the Roles list, and then click Copy Role.

  3. The Role dialog box appears with the tabs Object security, Report security, and Users.

  4. Enter a Name and a Description of the new role.

  5. When all settings have been made, click OK to save the new user and close the Role dialog box.

Object security tab

Use the checkboxes to select the functions that a user with this role shall have access to.

Report security tab

Use the checkboxes to select the reports that a user with this role shall have access to. The tab shows all standard reports and charts in SLM Web UI.

Users tab

To add users to the role:

  1. Click Add.

    The Add users dialog box appears.

  2. Select user(s) in the list.

  3. Click OK to save the changes and close the Add users dialog box.

To remove a user from the role:

  • Select the user in the list, and then click Remove.

  1. In the category menu, expand Security, and then click Roles.

  2. Select the user in the Roles list.

  3. Click Edit Role.

    The Role dialog box appears.

  4. Make the changes and click OK to save.

  1. In the category menu, expand Security, and then click Roles.

  2. Select the role in the Roles list.

  3. Click Delete Role.

  4. Click OK to confirm the deletion.