Associate a role with its document types

Once you create a role, the next step is to associate a role with its document types.

To associate roles with its document types:

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. In the Roles list, select the role to configure.
   The document types assigned to the selected role, if any, are displayed under Document type.
3. Right-click in the Document type list and select New Type:
4. Select one of the following document types:
   • Topic to associate this role with topics
   • Map to associate this role with maps
   • Image to associate this role with image creation or editing
   • Resource to associate this role with resources
   • Project to associate this role with documentation projects
5. To associate any additional roles with related document types, repeat from Step 2.
6. To save your changes locally, press CTRL+S.
7. You can now associate roles with time lines. If you do not want to perform this step right away, click Check In Document to commit your changes.
8. 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.