Administration › Security and Role Management › Role Management › Role List › Create a Role › Role Fields

Role Fields

The following fields require explanation:

Role Name

The name that identifies the role wherever it appears in the user interface.

Code

A code that identifies the role to the system. Assign a code that allows you to identify the role. After the record has been saved, this field cannot be changed.

Record Status

Indicates whether the role is Active or Inactive.

Default?

Indicates whether this is the default role.

Customization Form Group

Specifies the form group associated with the role. Predefined form groups include Analyst, Customer, Employee, and ITIL.

Preferred Document

The document used by this role for entering tickets into the system.

Description

A description of the role's purpose. This description appears on the Role List page and can facilitate the task of assigning users to appropriate roles.