Create roles

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

1. Open the Role Manager window.
2. Click the Lock button () in the Manage Roles window.
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.

   Figure: Creating a new role

   
   

   

   
   

6. Repeat from Step 3 to add additional roles if desired.
7. To save your changes locally, press CTRL+s.
8. Configure assignees and approval values. If you do not want to perform this step right away and are done with creating roles, click Check In Document () to commit your changes.
9. Inform users of the changes and request that they close and reopen their IXIASOFT CCMS Desktop to apply the changes.