Working with Roles
The instructions on this page explain all the activities relating to creating, editing and managing Roles.
For instructions on assigning Roles to Pages or objects for the Review and Approval workflows, see: Set Approval Roles and Users.
Create a Role
To create a Role:
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In your Evolve Site, browse to the Roles administration page
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In the page menu, click Grid
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Click the Add CW Role button
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In the pop-up dialog, enter the Name of the Role
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Click Create
The Role is created.
Add Users to a Role
To add Users to a Role:
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In your Evolve Site, browse to the Roles administration page
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Click the Role you want to add Users to
The Role page is displayed
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Click the Edit button
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In the page sub-menu, click Users
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Click the Associate button at the top-right of the Users (are in this role) box
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Click inside the text box, or start typing the name of the User you want to add
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Select the User from the list
The User appears in the box
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Click the Save button.
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In the pop-out Changes window, click the Submit changes button.
The User is added to the Role.
Specify which Site pages a members of a Role can view
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You can link Roles to any Index Page, Object Page, Object Page View or built-in Administration Page in your Site. Once you link a Role to a page, members of the Role are only able to view the pages they are linked to. If a Role is not linked to any pages, they can view all pages in the Site. |
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To specify which Site pages members of a Role can see:
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In your Evolve Site, browse to the Roles administration page
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Click the Role you want to edit
The Role page is displayed
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Click the Edit button
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In the page sub-menu, click See Views
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The page lists all the pages in the Site members of the Role can view
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Click the Associate button at the top-right of the CW View (owner) box
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Click inside the text box, or start typing the name of the page you want Role members to be able to view
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Select the page from the list
The page appears in the box
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Click the Save button
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In the pop-out Changes window, click the Submit changes button.
The page is added to the list of pages Role members can view.
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You can also edit the links between pages and Roles using the grid on the built-in Governance Administration Page To use this method, select a page, click the Edit button and then link the page to Roles using the CW Role (is owned by) association. |
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IMPORTANT: After assigning pages to a role you must Save & Deploy your Evolve site. |
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Set which pages appear on Role members' home pages
You can specify which pages appear on the Evolve Site home page - and Home menu - for members of a Role.
To specify the home page links for a Role:
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In your Evolve Site, browse to the Roles administration page
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Click the Role you want to edit
The Role page is displayed
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Click the Edit button
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In the page sub-menu, click Has Views on Home
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The page lists all the pages which will appear on the Role members' home pages
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Click the Associate button at the top-right of the CW View (has on a menu) box
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Click inside the text box, or start typing the name of the page you want to appear on the home page
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Select the page from the list
The page appears in the box
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Click the Save button
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In the pop-out Changes window, click the Submit changes button.
A link to the page will now appear on all home pages for members of that Role, as well as a link in the Home menu.
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You can also configure home page links for a Role using the grid on the built-in Governance Administration Page To use this method, select a page, click the Edit button and then link the page to Roles using the CW Role (is on the menu of) association. |
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