Add Role

You can add roles and assign permissions to roles, so that users can be assigned with different roles to get different permissions.

1. On the top, select > Basic Management > Account and Security.
2. Select Roles on the left.
3. Click Add to enter Add Role page.
   Figure 1 Add Role Page
4. Set the basic information of the role, including role name, effective period, role status, permission schedule template, description, etc.

   Copy From

   Copy all settings from an existing role.

   Effective Period

   Set the time range within which the role takes effect. The role is inactive outside the effective period.

   Role Status

   Active is selected by default. If you select Inactive, the user account will be inactivated until you activate it.

   Permission Schedule Template

   Set the authorized time period when the role's permission is valid. Select All-day Template/Weekday Template/Weekend Template as the permission schedule of the role, or click Add to customize a new permission schedule template.

   Note:

   • When role expires or the role's permission is invalid after editing the permission schedule, users assigned with the role will be forced to log out and not able to log in.

   • The permission schedule's time zone is consistent with that of the platform.

   • By default, the role will be linked with All-day Template after updating the platform.

   • The permission schedule also goes for RSM client and OpenSdk client.

5. Configure permission settings for the role.

   Area Display Rule

   Show or hide specific area(s) for the role. If an area is hidden, the user assigned with the role cannot see and access the area and its resources.

   Figure 2 Area Display Rule

   Resource Access

   Select the functions from the left panel and select resources from right panel to assign the selected resources' permission to the role.

   Figure 3 Resource Access

   Note:

   If you do not check the resources, the resource permission cannot be applied to the role.

   User Permission

   Assign resource permissions, configuration permissions, and operation permissions to the role.

   Figure 4 User Permission

6. Complete adding the role.

   • Click Add to add the role and return to the role management page.

   • Click Add and Continue to save the settings and continue to add another role.

7. Optional: Perform further operations on added roles.

   Option	Description
   Edit Role	Click a role name to view and edit role settings. Note: The two default roles cannot be edited.
   Delete Role	Check a role and click Delete to delete the role. Note: The two default roles cannot be deleted.
   Inactivate Role	Check a role and click Inactivate to set the role status to Inactive.
   Activate Role	Check an inactive role and click Activate to set the role status to Active.
   Refresh Role	Click Refresh All to get the latest status of the roles.
   Filter Role	Click to expand the filter conditions. Set the conditions and click Filter to filter the roles according to the set conditions.