Create a New Center Role

To create a new Eagle Center role:

  1. In User Administration, click Center Roles in the left navigation.
    You see a list of all the available Eagle Centers and their respective roles.

  2. Under Center Roles, click the Center for which you wish to create a new role. Click Create New and select Create New Role.
    In this example, we are adding a new role to Reference Data Center.

    Create a New Center Role
  3. In the Add New Role dialog box, enter the name for the new role. Note that the Center field is prefilled and cannot be edited. To give full permissions to the role, click to check the Full Permissions check box. Click the all appropriate tabs and select the options as needed for each Center role.

  4. In this example, in the Setup tab, click to check all the actions that this Center role will be allowed to perform.

    Add a New Role
  5. In the Reference Desk tab, click the appropriate tabs and check the boxes as needed.

    Add a New Role - Reference Desk
  6. In the Tree tab, click to check the Allow check box next to each Eagle directory (folder) and subdirectory (subfolder) that will be accessible by the Center role. By default, if a folder has subfolders, the Default Inclusion check box is checked and all the subfolders are accessible. If needed, click Folder Links for Role to add other folder links or manage existing links in the Folder Links dialog box. To refresh the folders tree structure after making changes, click the Refresh Tree icon.

    Folder Links
  7. To exclude specific subfolders from being accessed, click the Exclusions button, complete the Exclusion dialog box and click OK.

    Add New Role - Exclusions
  8. To grant access only to selected subfolders, uncheck the Default Inclusion check box and click the Inclusions button. Complete the Inclusion dialog box and click OK.

    Add New Role - Inclusions
  9. Click Save Changes on the ribbon to save the new role or click Rollback Changes to undo your changes and continue editing.
    In the Center Roles workspace, you see the new Center role you created.

  10. If needed, refresh, print, or export the information displayed in the workspace.