Add a Global Role

If a user creates a global role and selects the Auto Copy option, the role will be added to any template created from that point forward, but will not be added to already existing templates.

To create a global role:

  1. Select Configuration > Roles on the Navigation pane.

  2. Click Add.

    View the field descriptions for the Roles page

  3. Enter the sort order in PRIORITY field, which determines this role’s place in the order of roles displayed on the Roles page and the order the roles on a request are processed. The role with the lowest priority is processed first.

    NOTE: Priority should also control how dependencies are created. Roles should never be available for processing until the roles on which they depend have been processed. Role dependencies should never be set up such that, for example, a role with priority of 50 would become available for processing before a role with priority of 30 or 40 had been processed. Refer to Add Role Dependencies for more information.

  4. Enter a role name in ROLE ID field.

    NOTE: The ROLE ID must be unique.

  5. Enter a brief description about the role in DESCRIPTION field.

  6. Select an option from the ROLE TYPE list box.

    Values are:

    • Data – Enter request data by manually entering or editing data, performing a mass change, or importing data.
    • Review – Review the data entered by the Data role, and approve or reject the data.
    • Post – Post the approved data to SAP.
    • External Data – Receive a spreadsheet generated by dspCompose™, enter request data, and email the spreadsheet to dspCompose. This data, once it passes validations, becomes the basis for a request.

  7. Click Save; the Vertical View displays.

    View the field descriptions for the Roles page’s Vertical View.

  8. Set advanced options as needed.

  9. Click Save.

Refer to Add and Configure Template Roles for information about adding a role at the template level.