Setting Entity-Based Permissions on a Role

This is the classic way of assigning permission. Each row represents an entity type and each column represents the type of permission. You can also see the count of permissions selected on the header of the tab.

Procedure

  1. Select the permissions that you want to assign on the entity types.
    The permissions you select here apply to all the instances of the selected entity type across all the agents. Rows represent the entity type and column represents the type of the permission.
    Entity-Based Permissions
  2. Click Next.
    The next step of the wizard is to help you add users to the role.
  3. To continue adding users to the role, complete the steps mentioned in Adding Users to a Role. You can also click Finish at this stage to exit the wizard.

Result

The new role is displayed on the Roles details page. The page shows the role definition. You can add or remove the permissions, users, or groups for the role from the Roles details page.
Note: If you had exited the wizard without completing the procedure, you can redefine the role by adding or removing the permissions, users, or groups from this page.