Create a Role

Use the Role Manager in CSM Administrator to create a Role. When you create a Role, you define:

• Name and description.
• Primary Business Object: A Primary Object is the Business Object that the system defaults to for newly added items, searches, etc. (if there is not some other default). For example, if a Role's default Business Object is Incident, when a new Dashboard Widget is created, it defaults to being an Incident Widget. In many cases, the system remembers the last selected Business Object for an option (ex: Quick Search on the Task Pane defaults to searching the last selected Business Object). However, if there is no previous value, or a particular option does not remember the last choice, CSM uses the Primary Object.
• Available Business Objects: Business Objects that the Role can access from the New menu, Quick Search, and Item Managers; cleared Roles will be suppressed (not visible from those locations) but not restricted (that is, the UI will not be cluttered with the Business Object but the Role can still access the Business Object when in a Relationship with accessible objects). For example, if Problem is not selected, Problem will not be on the New menu but Users of this Role will still be able to access Problems through Incidents.
• Default system items for the Role:
  • Dashboard.
  • Dashboard Theme.
  • Heads-Up Display (HUD).
  • Calendar.
  • Visualization.
• Custom Views: View to use when members of this Role log into the CSM Desktop Client (applicable for Users only) and the CSM Browser Clients (Portal for Customers and Browser Client for Users).
• Culture: Determines the cultures available for Users assigned to the Role.

  Culture options are only enabled when globalization is enabled for your system. For more information, see Enable Globalization.

Good to know:

• If no default Role Dashboard/HUD is selected, the Global defaults are used.
• With security rights, a User can override the Role defaults and select their own defaults.

• Customers have limited options and cannot override defaults in the Portal.

• A system administrator can clear Role and User defaults (for a specific User/Role or all), resetting the defaults to the Global-defined settings (File>Clear Settings in the User Manager or Role Manager).

To create a Role:

1. Open the Role Manager.

   The Manager lists the existing Roles.

2. Click the Create New button .

   A [New] Role is added to the list.

3. Define general information for the Role:
   1. Name: Specify a namefor the Role.
   2. Image:

      Click the Image button to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

   3. Primary Object: Select a primary Business Object for the Role.
   4. Description:

      Provide a description to use within CSM (this property can be searched in CSM Item Managers).

   5. Control Business Objects available with this Role: Select the Business Objects that the Role can access.
4. Select default CSM Items for the Role (Dashboard/Heads-Up Display/Calendar/Visualization):
   • Use default: Select this radio button to have the Role use the Global defaults.
   • Dashboard/Dashboard Theme/Heads-Up Dashboard (HUD)/Calendar/Visualization: Select these options to select specific default CSM items for the Role. The Managers open to select an existing item or create a new item. Be sure to select items that everyone in that Role can access (that is, the item must be in scope).
     Note: For Dashboard Theme, you can select to use the Global Dashboard Theme, the Dashboard's default Theme, or a specifically-selected Theme.
     Note: Most defaults can be overridden by a User assuming they have security rights. For example, a User can right-click a displayed Dashboard and choose to make it their default Home Dashboard instead of the system administrator-chosen default. Also, for most options, there is a Global default that is displayed if the Role does not explicitly override it. Customers have limited options and cannot override defaults in the Portal. System administrators can clear User defaults by clicking File>Clear Settings

     .
5. Select the Views to use when members of this Role log into the CSM Desktop Client (applicable for Users only) and the CSM Browser Clients (Portal for Customers and Browser Client for Users).
   Note: Typically, Customers will have a limited Portal view.
6. Select culture options for the role. For more information, see Setting Cultures for Roles
7. Click Save .