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Customizing a Service to a Role
You can customize the services available to a role, and the access level for the service attributes, on a per-role basis. Each of the available services can be customized for a role by setting role-specific values to the attributes. You can also grant access for each of the services and to the services’ attributes. There may be services that you wish only to be accessed by a specific type of user (for example, managers). To accomplish this, all users are assigned the service, but only the Manager type belonging to the role is allowed access to the specific service.
The same logic applies to service attributes. A user’s account consists of many attributes, some of which the user may not be allowed to access; for example the account expiration date. The administrator of the account can be granted access to this attribute, but the user (the account owner) is not. Customizing the service and attribute access is accomplished through the role’s Service view in the Navigation pane.
You must first add the services at the organization level in order to display the services. Users that are added to the role will inherit the role’s service attributes.
To Configure Services
- In the role’s Service view, go to the section labeled Service Configuration for this Role.
- Choose a service that is to be granted to the role by clicking on the Edit link next to the service name.
If you have not created a service template, you will be prompted to do so. Click Yes.
- Modify the Service attributes. For more information on specific Service attributes, see Part 3 of this manual, the Attribute Reference Guide.
- Click Save.
To Customize Attribute Access
- In the role’s Services view, go to the section labeled Service Access for this Role.
- Choose the enable or disable status for the service you wish to modify. Enable allows the access modifications. Disable disallows the access modifications.
- Click the Modify Access link.
- Assign an access level to an attribute by selecting the Read/Write or Read Only check boxes.
- Click Save.
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