Administering Role-Based Settings

Creating Roles and Modifying Role Settings

To use role-based settings, you must determine the roles that you need, select capabilities for each role, and assign users or groups to roles. Several main administrative roles are defined by default, and SAS Enterprise Guide and the SAS Add-In for Microsoft Office also define several roles that are specific to the application. If the provided roles and the capabilities in each role match the activities and responsibilities in your organization, you only need to assign users to roles. To assign users to a role, use SAS Management Console to view the Properties window for a role. On the Members tab, select the users that should be assigned to the role.

If the provided roles do not match the division of responsibilities in your organization, you must create a custom role:

In SAS Management Console, select the User Manager plug-in.
Select New Role to open the New Role dialog box.
Use the Members tab to specify which users and groups are assigned to the role.
Use the Capabilities tab to assign the SAS Enterprise Guide and the SAS Add-In for Microsoft Office capabilities and specify tasks to the role.

To modify the capabilities for a role, select the role in the User Manager in SAS Management Console, and then select Properties. Select the Capabilities tab and choose the capabilities that are assigned to the role.

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For more information about working with roles, see SAS Management Console: Guide to Users and Permissions.

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