Create roles based on the needs of your organization.
About this task
Determine the purpose of your new role and specify the assigned operations or actions that the person in that role is performing.
For example:
|
Name |
Abbreviation |
Operation |
|---|---|---|
|
Field Operator |
FO |
Complete content Jump start flow steps View personal completion history |
|
Manager |
MGR |
Manage all tasks Manage assignments Manage personal tasks Receive escalation emails Request new content Search assets View completion history View content training questions View draft and partially published content View expired content View personal completion history View tasks report |
Procedure
-
On the menu bar, click the gear icon > Roles.
-
Click Add new role.
-
Complete the fields.
AcceleratorKMS allows duplication of role names or abbreviation. Verify that the
role does not already exist.
Field
Description
Name
A word or two to describe the role.
Abbreviation
A few characters used to represent the role.
Description
A few words to describe the purpose of the role.
Operations
The operations permitted for users of this role, such as publishing content or adding users. At least one operation is required.
Role icon
Small graphic used to represent the role. This is particularly useful when there are multiple roles completing content. It can make it easier to identify which role must complete each step. If None is selected, the Abbreviation is used instead of an icon.
-
Click Save.
Results
The new role is created.