Defining a role

A role is used to provide controlled access to users, pages, workflow, data sources, java snippets, HTML requests and/or HTML templates.

Roles can only be created and managed by the administrator.

To create a role,

1. In the upper right corner of the CloudIO homepage, in the menu bar, click. The Navigation page is displayed.

2. Under the Administration role, click Manage Roles. The Manage Roles page is displayed.

3. In the upper right corner, click Add Role.

The role-details page is displayed.

4. Enter the following details:

User Detail	Description
Role Name	The name of the role
Role Code	A unique code for the role that can be accessed from functions like hasRole()
Responsibility Id	The responsibility ID obtained from Oracle Apps Note: This field is applicable only for Oracle EBS customers that is when the platform is configured using Oracle EBS.
Application Id	The application ID obtained from Oracle Apps Note: This field is applicable only for Oracle EBS customers that is when the platform is configured using Oracle EBS.
Start Date	The start date for the role to be active
End Date	The end date for the role to be active
Auto Assign	Indicates that the role is to be automatically assigned to a newly created user
Is AD Group	Indicates that the Authentication Provider is of the type Active Directory
Is BI Enabled	Gives permissions to the role for using CloudIO dataSense 3.0 for creating and viewing reports

5. If required, assign one or more of the following components to the role through the respective tabs:

• Datasources

• Java Snippets

• HTML Requests

• HTML Templates

• Workflow Nodes

• Workflow Definitions

6. Click Save. The role is created.

7. To assign the created role with pages and/or users, in the respective section, click , select the required user(s) or page(s) and click Save.

The role is assigned to the selected users and/or pages accordingly.