In the Users and Roles application, you can add a new role and then assign a user to the newly created role.

Prerequisites

  1. Your role must have the required Ardia Core permission to manage roles in the Users and Roles application. For more information, see Edit Ardia Core privileges for a role.

Procedure

  1. Open the Users and Roles application.
  2. Select Add New > Role.
  3. The Add New Role dialog box opens.
  5. Enter a role name.
  6. (Optional) Enter a description.
  7. (Optional) In the Assign to Role area, under Users, select one or more users in the Select Users list.

  8. NOTE

    You can see the Assign to Role area with the Users tab only if you have the Assign Users and Roles permission. For more information, see Edit Ardia Core privileges for a role.

  9. (Optional) To remove a selection, clear the checkbox or select Delete for the selected user.
  11. Select Save to confirm your changes, or select Cancel or to exit without making changes.
  12. When you save the changes, the Add a Comment dialog box appears.
  13. Enter your comment and select Save.

  14. NOTE

    The Add a Comment dialog box appears only if the Prompt for Comments When Saving toggle is turned on in the Global Settings (according to the audit policy in your organization). See Configure global settings for the Ardia platform.
    The comment that you enter is added to the Comment column of the Audit Trail Viewer. See Open the Audit Trail Viewer.

  15. The application adds the new role to the list of roles.
  16. To assign privileges to this new role, follow these instructions: Edit Ardia Core privileges for a role or Edit application privileges for a role.