Creating Roles

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Setup and Policy section, click Setup.
3. In the User Management section, click Role.
   Result: The Roles window is displayed.
4. Click Action > Add.
   Result: The Role entry window is displayed.

5. Enter the code for and name of the new role.
6. Click the Save button.
   Result: The new role has been added and the Detail of the role is displayed. The following default tabs are available in the Role record:
   

Tab	Description
Detail	The Detail tab contains the name of and code for the role.
Requirement	The Requirement tab contains all courses and/or documents that must be fulfilled by any person assigned this role.
Users	The Users tab is used to attach multiple users to this role.
Position	The Position tab displays all positions that have this role attached.
Requirement History	The Requirement History tab displays a history of all courses and documents that have been attached to the role and whether the requirements are activated or deactivated.

See Also

Roles

Viewing Roles

Attaching a Role to Multiple Users

Removing a Role from Multiple Users

Rights

Rights Groups

Users

Single Sign-on

Groups-Teams