How to create a new role in Orchestrate and change user role.
We have a request to create a new role type in Orchestrate. The role will need the same access as viewer, with the addition to have permissions to view/filter in the Task Planner and insert a comment.
Please complete the following steps:
Log into Orchestrate and select Tools
Orchestrate Users
Select File
Select User Management
Select Role Management
Click Add
Type name and description for new role
Select licence feature. For example, if your new role is like the Viewer role so you would select Read_Only.
Click Save
Click Exit
Select Role Permissions
Select the newly create role from list of available roles
tick Allow for the relevant permissions
Click OK
Select User Management
Select the user you want to log in with this new role and click Change User Role
tick the checkbox against the new role created
Click Save and then Exit
Create or change user role
Written by Charnjit Singh Dharival