Creating Roles with Scope

Follow the below steps to create Roles with Scope.

Steps

  1. Log into Forcepoint Data Security Cloud as an admin.
  2. On the left navigation panel, under Applications, locate Platform Services.
  3. Click on Admin, and then select Roles.
  4. In the Roles section, you will see existing roles with their name, description, entitlements, and scope.
  5. On the right, click the “+ Add Role” button. This opens the add role form.
  6. Enter the role name, description, and select the entitlements.
  7. In the Scope section you will see all the existing scopes with their name, type, and included details.
    The included section shows you Number of Users | Number of User Groups that are included within this scope.

  8. You can Use the Search Box to find any existing scopes.
    Note: The Eye icon below the Manage Scopes button enables you to show or hide the existing scopes.

  9. You can either Toggle on any existing scope(s) or click the Plus button below Manage Scopes to create a new one.
  10. If you need to create a new scope, click the plus sign.
  11. In the Scope Details section, enter Scope Name, Description, and select the Scope Type from the dropdown.
    Note: You cannot modify the Scope Name and Scope Type once you save the scope defined.

  12. In the Resources section, you will see User Groups by default. Also, you will see the available user groups.
    Note: The Eye icon near the Select All button enables you to show or hide the existing User Groups/Users.

  13. You can either Toggle on specific groups or select “All Included” in the Users Groups Category.
    Note: You can use Select All button to Toggle on all the available User Groups.

  14. Click on Users which is next to the User Groups.
  15. You can either Toggle on specific users or select “All Included” in the Users Category.
  16. Save the scope. It now appears in the scope list.
  17. Back in Add Role, Toggle on the newly created scope if desired.
    Note: You can also use the Seach Box to find your newly added scope.

  18. Save the role. That role now has the scope included.