Question:

How to create a custom role in CDMS?

Answer:

There are two ways to create a custom role in CDMS.

Create the Role

1. Navigate to Tools > System Tools > Role Management.
   
   
   
   
2. Click +New Role.
   
   
   
   
3. Enter a Name for the new role. (this Name must be unique at the vault level)
   
   
   
   
4. Click Save.
5. Select the permission for this role in the Standard Tabs, Permissions, and Custom Objects sections.
   
   
   
   
6. Click Save.

Copy from Existing Role

1. Navigate to Tools > System Tools > Role Management.
2. Click +New Role.
3. Enter a Name for the new role. (this Name must be unique at the vault level)
4. Select a role in Copy from Role.
   
   
   
   
5. Click Save.
6. Select the permission for this role in the Standard Tabs, Permissions, and Custom Objects sections.
7. Click Save.

Related Documentation:

Vault Help Documentation: