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Tips   Create roles

To view all shared users and groups that have been assigned a role; and all roles and permissions assigned to the role, either directly or indirectly, click the role name on the Roles screen.

When you click Save, your changes are saved to the database. Objects (such as users, roles, and PCards) with the Adapter Source set to ManuallyMaintained are maintained within your Ariba Spend Management application and not updated by integration events. Objects with the Adapter Source not set to ManuallyMaintained can be overwritten or deleted by integration events. For more information, see About the adapter source.

Related topics

Edit roles

Export roles

About groups, roles, and permissions

Assign roles to users

Assign permissions to users

View and disconnect user sessions

 

Screen details

To display the Roles - Create Role screen, click Create New or Copy on the Roles screen.

 
  1. Enter required information, such as adapter source, unique name, and a display name for the role.
    • When you create a new role by copying an existing role, you must enter a new unique name.
  2. Assign permissions and subroles to the role, and assign this role to groups and shared users. Click Add/Remove to display available choices.
  3. If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data; group data; or export data to Excel.
  4. Click Save to save the new role or Cancel to return to the previous screen without saving the new role.
    • When you create a role, a log message is created in the database audit log.

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