Create a Role in Control Center

To create a role, perform the following steps.

  1. Log in to Control Center.
  2. Click Roles.
  3. Click New Role.
  4. In the Create New Role window, enter a name for the role and click Save.
    A role with the name you provided is added to the Roles view.
  5. Click the newly added role name.
    A view opens for the role you created. The view shows tabs for Add Instances and Users.
  6. Add the role to one or more instances.
    1. Select the Add Instancestab.
      The Select Instances slider opens. The slider shows a list of realms in your organization. Each realm is collapsed, but you can expand a realm to see the instances within it. Each instance is individually selectable.
      Note: A pseudo instance (All Sandboxes) is included in the list of instances. To select all the sandbox instances, select the All Sandboxes pseudo instance, it indicates to the system that you want the same permissions to apply to all sandbox instances in the realm, so you don't have to individually select them. The All Sandboxes pseudo instance applies to any future sandboxes that can be created in the realm
    2. Select one or more instances in one or more realms, and click Add.
      Each instance that you selected is added to the list of instances on the Instances tab, organized by realm.
    3. For each instance, select the permissions you want to assign to the role.
      Permissions include:
      • Reset–Grant a user assigned to this role the ability to initialize an instance using Reset. (This permission can't be granted to anyone for PIG instances; it can only be granted to SIG sandbox instances.)
      • Start/Stop–Grant a user assigned to this role the ability to stop, start, and restart an instance.
      • View Statistics–Grant a user assigned to this role the ability to view usage statistics for an instance.
      • Grant Permissions–Grant a user assigned to this role the ability to administratively give other users permissions against the instance. Users can only grant permissions currently granted to them; they can't grant permissions they don't have.
  7. Assign users to the role.
    1. Click Users.
    2. On the Users tab, click Add Users.
    3. In the Users slider, select either the Inside Organization or Outside Organization tab.
      The Select Users slider opens. The slider contains two tabs:
      • Inside Organization–The tab contains a list of all users in your organization (that is, all users who were granted the Control Center Administrator or Control Center User roles in Account Manager); the Outside Organization tab contains a field into which you can enter the email address of individuals outside of your organization (this email address is the one used when logging into Account Manager).
      • Outside Organization–The tab is useful in two situations: when your organization works with an implementation partner, and you want to specify individuals within the partner's organization; and when you are the implementation partner, and you want to specify individuals within the client's organization
    4. (Optional) Add an Inside Organization users
      1. select the Inside Organization tab.
      2. Select the user you want to assign to the role. You can select multiple users.
      3. Click Add.
    5. (Optional) Add an Outside Organization users.
      Note: Note: Before you can add a user from an outside organization, the user must be granted either the Control Center Administrator or the Control Center User role in Account Manager.
      1. Select the Outside Organization tab.
      2. Enter a valid email address for the outside user.
        Note: If the user is not listed, the email address is not valid for an organization.
      3. Select the user.
      4. Click Add.
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