Create a role

You create roles for the members of the documentation development team so that you can assign them document types and time lines.

1. In TEXTML Administration perspective, right-click the Content Store node and select CCMS Admin > Manage Roles.
   The Role Manager window opens.

   Note: IXIASOFT recommends that you avoid directly editing the roles.xml file. The Role Manager window has built-in validation mechanisms to reduce errors.
2. Click Lock.
3. Right-click anywhere in the Roles list and select New Role.
   The New Role dialog appears.
4. Under Name, enter the name for the new role.
5. Click OK.
   The new role appears in the Roles list.

   
   

   

   
   

6. Repeat from Step 3 to add any additional roles.
7. To save your changes locally, press CTRL+S.
8. Choose one of the following actions:
   • Configure the maximum number of assignees.
   • To configure assignees later, click Check In Document to commit your changes.
9. Inform users of the changes and request that they close and reopen their CCMS Desktop to apply the changes. Additionally, have an administrator refresh IXIASOFT CCMS Web so that users will see the change reflected there.