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CTAM Role Management

You can add or edit the role name and information for each application via the Role Management tab.

IMPORTANT! Roles that are not in use for an application can be selected and deleted. The roles that are in use for an application are disabled and cannot be deleted.

Your view will differ depending on your role. If you have any questions, please contact your CTAM System Administrator.


Edit Existing Role

To edit an existing role:

1. Navigate to the Role Management tab.

2. Click the Add/Edit button for the desired application.

NOTE: Once you select to Add/Edit, the left-side panel shows the list of role names, along with the role information, and the right-side panel shows the role details of the selected role.

3.  Click the Edit button to edit an existing role’s Name and Info. Click Save.

4. When you complete editing or adding roles, click Done.


Add New Role

To add a new role:

1. Navigate to the Role Management tab.

2. Click the Add/Edit button for the desired application.

NOTE: Once you select to Add/Edit, the left-side panel shows the list of role names, along with the role information, and the right-side panel shows the role details of the selected role.

3. Select the New Name / New Role option. Input role details. Click Add Role

4. When you complete editing or adding roles, click Done.

Updated on November 5, 2024
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