Configuring custom permissions

Overview

Adding a new permission to the QIDM system involves several distinct steps:

  1. A System Integrator configures the necessary security settings that will provide functionality for the new permission. (Instructions are provided in the Questra IDM Application Suite System Integrator Guide.)

  2. You create the new permission on the Enterprise and “reload” the security settings to refresh them without having to restart the Enterprise server.

  3. You then associate the new permission with the desired default or custom role.

Opening the Users and Roles dialog

All configuration tasks for permissions begin with the Users and Roles dialog. To open this dialog, locate the System Configuration tasks on the Action pane's Configuration panel and click Manage users.

Adding custom permissions

When you add a custom permission, you define its name and description.

Open the Users and Roles dialog and click Add above the Custom Permissions list to open the Permission dialog. Type a name and description for the permission, and then click Add to save it. After a few moments, the Users and Roles dialog is refreshed to show the new permission.

To reload the security settings that will provide functionality to the new permission, select its check box and then click Reload Security Settings .

The new permission is now functional and can be associated with any default or custom role.

Deleting custom permissions

You can delete any custom permission that has not been associated with a role.

Open the Users and Roles dialog. On the Custom Permissions list, select the one you want to delete and click Delete .  In response to the confirmation message that opens, click Yes.