How to assign a role to a Resource Set

About Resource Set Roles and Permissions

While a Resource Set is a collection of individual resources grouped together, within that same Resource Set, you will also need to assign users a specific role, and permissions for that role. When configuring Resource Sets, consider the following:

• Roles should be assigned to users based on their responsibilities for managing the Resource Set. When thinking of roles and role assignments, consider the role assignment from a resource-first perspective.

• Permissions should be granted for each Role to ensure the user can perform their required tasks. Permissions in a role work with the Resource Set association to enable access to specific Resource Set entities as configured.

Assigning A Role

To assign roles within a Resource Set, follow the steps listed below.

1. Log into your Aembit tenant.

2. Once you are logged into your tenant, click on the Administration tab in the left navigation pane. You will be directed to the main Administration page.

3. Click on the Resource Sets tab to display any existing Resource Sets. In this example, there are no Resource Sets.

4. Click on the New button to open the Resource Sets dialog window.

5. In the Resource Sets dialog window, select the Roles tab. You have the option to either add a new role or select from existing roles.

• To add a new role, click on the Create New tab and check the Create Admin checkbox for the new role and enter a name for the new role you would like to create.

• To select an existing role, click on the Select Existing tab. A drop-down menu appears listing all existing roles. Select the role, or roles, you would like to use from the drop-down menu and click Save.

Note

You may select multiple roles for a Resource Set.

6. Once you are finished assigning the roles to the Resource Sets, click Save. Your new Resource Set will be saved and then displayed on the main Resource Sets page with the correct roles assigned.