Create Admin Role

Element	Description
Back	Click Back to navigate to the previous page.
Cancel	Click Cancel to cancel the changes made to this page.
Next	Click Next to navigate to the next page.

General Role Information

Element	Description
Name	Enter the name of the Admin Role.
Display Name	Enter display name of the Admin Role.
Description	Enter Description of the Admin Role.

Assign Capabilities

Assign the functional tasks that can be performed by the members of this Admin Role

Element	Description
Add Capabilities Button	Click Add Capability to open Add Capabilities window.
View	Choose commands from the View menu to control how the columns are displayed: Columns: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Sort Ascending Descending Advanced Sort By: User Login, Display Name, First Name, Last Name, or E-mail. Ascending or Descending. Then By: User Login, Display Name, First Name, Last Name, or E-mail. Ascending or Descending. Then By: User Login, Display Name, First Name, Last Name, or E-mail. Ascending or Descending.
Add	Click to add capabilities. Add Capability window is displayed.
Remove	Click to remove the selected capability.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.

Add Capabilities window

Elements	Description
Search capability list	Select any one of the following search conditions: Display Name: To search the capability by display name. Description: To search the capability by description. Entity Type: To search the capability by entity type. Select entity type from the drop-down.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click the search icon to search for capability.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Display Name or Description. Ascending or Descending. Then By: Display Name or Description. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required capability and click Add Selected to select any capabilities from Result Capabilities list.
Add All	Click to add all the capabilities listed in the Result Capability list.
Selected Capabilities	Displays the list of selected capabilities. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Display Name or Description. Ascending or Descending. Then By: Display Name or Description. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Remove Selected	Select the required capability and click Remove Selected to deselect any capabilities from Selected Capabilities list.
Remove All	Click to remove all the capabilities listed in the Selected Capability list.
Select	Click to add the capability. Capabilities are listed in the Assign Capabilities Panel.
Cancel	Click to close the window without adding capabilities.

Member

Define members for this role using a membership rule or by assigning users directly

Element	Description
User Membership Rule	Displays the membership rules.
Member assignment	Displays the user assigned.

User Membership Rule

Element	Description
Create Membership Rule	Click to add membership rule. Expression builder window opens.
Evaluate Rule Later	Select if the rule has to be evaluated later.
Edit Rule	Click to edit the membership rule.
Delete Rule	Click to delete the membership rule.

Member Assignment

Element	Description
Assign Users	Click to assign user. Assign user window opens.
Direct Members	Displays the members that are statically assigned to the open role.
Rule Based Members	Displayed the members that are assigned to the open role via membership rules.
All Members	Displays all the members, direct and rule based which are assigned to the open role.
View	Choose commands from the View menu to control how the columns are displayed: Columns: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Assign	Click to assign static users. The Assign Users search dialog box is displayed.
Revoke	Click to revoke a user.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.

Scope of Control

Specify the organizations which can be managed using this admin role

Element	Description
Add Capabilities Button	Click Add Organization to open Add Organization window.
View	Choose commands from the View menu to control how the columns are displayed: Columns: Select to display the options to show or hide columns, such as Organization Name, Type, or Hierarchy Aware, of the organization table. Select Show All to display all the columns. Select Manage Columns to open the Manage Columns dialog box where you can select the columns to be shown or hidden. Detach: Click to open the table in a larger window. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Hierarchy Aware. Ascending or Descending. Then By: Organization Name, Type, or Hierarchy Aware. Ascending or Descending.
Add	Click to add organization. Add organization window is displayed.
Remove	Click to remove the selected organization.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.

Add Organizations Window

Element	Description
Search list	Select an attribute based on which you can search the Organization. The attributes are Organization Name, Type, Organization Status, Parent Organization Name, or Certifier User Name.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click to perform the search and display the results in a tabular format.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required organization and click Add Selected to select any organization from Result list.
Add All	Click to add all the organizations listed in the Result list.
Selected Capabilities	Displays the list of selected organizations. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Remove Selected	Select the required organization and click Remove Selected to deselect any organization from Selected organization list.
Remove All	Click to remove all the organization listed in the Selected organization list.
Select	Click to add the organization. Organizations are listed in the Assign organization Panel.
Cancel	Click to close the window without adding organizations.

Publish Role to Organizations

You can publish the admin role to one or more organizations.

Element	Description
Add Capabilities Button	Click Add Organization to open Add Organization window.
View	Choose commands from the View menu to control how the columns are displayed: Columns: Select to display the options to show or hide columns, such as Organization Name, Type, or Hierarchy Aware, of the organization table. Select Show All to display all the columns. Select Manage Columns to open the Manage Columns dialog box where you can select the columns to be shown or hidden. Detach: Click to open the table in a larger window. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Hierarchy Aware. Ascending or Descending. Then By: Organization Name, Type, or Hierarchy Aware. Ascending or Descending.
Add	Click to add organization. Add organization window is displayed.
Remove	Click to remove the selected organization.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.

Add Organizations Window

Element	Description
Search list	Select an attribute based on which you can search the Organization. The attributes are Organization Name, Type, Organization Status, Parent Organization Name, or Certifier User Name.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click to perform the search and display the results in a tabular.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required organization and click Add Selected to select any organization from Result list.
Add All	Click to add all the organizations listed in the Result list.
Selected Capabilities	Displays the list of selected organizations. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Remove Selected	Select the required organization and click Remove Selected to deselect any organization from Selected organization list.
Remove All	Click to remove all the organization listed in the Selected organization list.
Select	Click to add the organization. Organizations are listed in the Assign organization Panel.
Cancel	Click to close the window without adding organizations.

Summary

Summary tab lists all the information entered in the previous steps.

Element	Description
Attributes	Displays the options selected in Basic Information screen.
Capabilities	Displays the options selected in Capabilities screen.
Members	Displays the options selected in Members screen.
Scope of Control	Displays the options selected in Scope of Control screen.
Organization	Displays the options selected in Organization screen.