Roles

MFT includes roles that contain permissions that can be assigned to users, enabling limited access for instance members or providing comprehensive self-service capabilities for partners.

Several predefined System Roles are available. You cannot alter them directly, but you can duplicate and modify as needed, serving as a customizable foundation. You can assign role types to a user or create entirely new custom roles.

Implementing custom security roles

• Add your roles in a lower environment
• Plan a role naming schema for your custom roles for easy administration
• Date your roles by adding the creation date to the name
• Back up your roles by keeping a manual hard copy of your roles in a document
• Test your roles in a lower environment before going live with your roles
• Notify users about the change
• Add the new roles to the Production Environment and assign them to users
• Follow up with the end users to ensure the roles are working correctly

caution

Many combinations of sub-roles are available. You must test your roles before you use them.