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Define Member Policies for an Access Role

On the Members tab:

  1. Select Add to define the member policies.
  2. (Optional) On the Member Policy page, optionally define a member rule for who should be able to use this role.

    This automatically assigns the role to users who match the criteria in the member policy.

  3. Verify that the Member Policy appears on the Members tab.

    To edit a policy, click the arrow symbol on the left. To remove it, click the minus sign icon.

  4. On the Members tab, enable the Administrators can add and remove members of this role check box.

    Once you enable this feature, you define the Add Action and Remove Action. These actions define what happens when a user is added or removed as a member of the role.

  5. Continue with the next section, Define Admin Policies for an Access Role.