Assigning Compliance Accelerator roles to employees or groups

Article:HOWTO58416  |  Created: 2011-08-01  |  Updated: 2013-07-12  |  Article URL http://www.symantec.com/docs/HOWTO58416
Article Type
How To


Subject


Assigning Compliance Accelerator roles to employees or groups

You assign roles to employees or employee groups to determine what they can access and the tasks that they can perform in Compliance Accelerator. Some roles are effective at the application level, across the entire Compliance Accelerator system, and others apply at the department level only.

You must have the Grant Users Access permission to assign a role to an employee or group. By default, users with the application role of App User Admin have the first permission. Users with the department role of User Admin have the second.

As well as possessing the roles that you have explicitly assigned to them, employees can inherit roles from the groups to which they belong.

To assign a role to an employee or group

  1. Do one of the following:

    • To assign an application role, click the Application tab in the Compliance Accelerator client, and then click the Role Assignment tab.

    • To assign a department role, click the Departments tab and then click the required department in the left pane. Then click the Role Assignment tab.

      If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any research folders that are associated with them.

  2. Click the name of the employee or group to whom you want to assign a role.

    If the employee or group does not appear in the list, click Add User at the top of the pane. Then select the employee or group to add to the list.

  3. In the right pane, do one of the following:

    • Click Add Role to assign a new role.

    • Click Remove to remove the selected role.

    Assigned Roles tab
  4. Click Save.

  5. If you want to notify the selected user that he or she may now perform a ClickOnce installation of the Compliance Accelerator client, click Send Email Invite. Compliance Accelerator creates a new message that is ready to send to the user. Note that this facility is unavailable in Compliance Accelerator clients that you install with the MSI installer package.

    To customize the subject line and body text of the notification message, follow these steps:

    • Click the Configuration tab, and then click the Settings tab.

    • Expand the General section to show the available options.

    • Set the required values for the "CA Invitation Email Subject" and "CA Invitation Email Body" options.

See About the predefined Compliance Accelerator roles

See Creating Compliance Accelerator roles

See Editing the properties of Compliance Accelerator roles

See General configuration options


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Article URL http://www.symantec.com/docs/HOWTO58416


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