Create a New Application Role

To create a new application role:

  1. In User Administration, click Application Roles in the left navigation.
    You see a list of all the available application roles.
  2. Click Create New and select Create New Role.
  3. In the Add New Role dialog box, enter the name of the new application role.
  4. In the middle pane, click Panel Access (required). 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 application role. Click Folder Links for Role to add other folder links, if required.By default, if a folder has subfolders, the Default Inclusion check box is checked and all the subfolders are accessible.
  5. To exclude specific subfolders from being accessed, click the Exclusions button, complete the Exclusion dialog box, and click OK.
  6. To grant access only to selected subfolders, uncheck the Default Inclusion check box and click the Inclusions button. 
  7. Complete the Inclusion dialog box and click OK.
  8. In the middle pane, click Reporting to review the Report Profile Role and make the appropriate changes, if needed.
  9. In the middle pane, click the appropriate check boxes to define user permissions that are not part of Eagle center roles. Click Panel Access in the middle pane to return to the Tree and General Settings tabs.
  10. Click the General Settings tab to select the appropriate options that define how the Eagle Home page is displayed on login.
  11. Select the company name from the Default Company drop down list and the product name from the Default Product drop down list.
  12. Click Save Changes to save the new application role.

    Under Application Roles, you see the new application role you created.
  13. If needed, refresh, print, or export the information displayed in the workspace.

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