Create a Role in Control Center

To create a role, perform the following steps. This topic applies to B2C Commerce.

1. Log in to Control Center.
2. Click Roles.
3. Click New Role.
4. In the Create New Role window, enter a name for the role and click Save.
   Result: A role with the name you provided is added to the Roles view.
5. Click the newly added role name.
   Result: A view opens for the role you created. The view shows tabs for Add Instances and Users.
6. Add the role to one or more instances.
   • Select the Add Instances tab.
     The Select Instances slider opens and shows a list of realms in your organization. Each realm is collapsed; expand a realm to see its instances. Each instance is individually selectable.

     A pseudo instance (All Sandboxes) is included. Selecting All Sandboxes applies the same permissions to all sandbox instances in the realm, including any future sandboxes.

   • Select one or more instances in one or more realms, and click Add.
     Each selected instance is added to the list of instances on the Instances tab, organized by realm.
   • For each instance, select the permissions you want to assign to the role:
     • Reset – Grants the ability to initialize an instance using Reset. (This permission can’t be granted to PIG instances; it can only be granted to SIG sandbox instances.)
     • Start/Stop – Grants the ability to stop, start, and restart an instance.
     • View Statistics – Grants the ability to view usage statistics for an instance.
     • Grant Permissions – Grants the ability to administratively give other users permissions against the instance. Users can only grant permissions they currently have.
7. Assign users to the role.
   • Click Users.
   • On the Users tab, click Add Users.
   • In the Users slider, select either the Inside Organization tab or Outside Organization tab.
     The Select Users slider opens with two tabs:
     • Inside Organization – Lists all users in your organization (users who were granted the Control Center Administrator or Control Center User roles in Account Manager).
       The Outside Organization tab provides a field to enter email addresses of individuals outside your organization (the email used to log in to Account Manager).
     • Outside Organization – Use this when working with an implementation partner or when you are the partner and need to specify individuals within the client’s organization.
   • (Optional) Add Inside Organization users:
     1. Select the Inside Organization tab.
     2. Select one or more users you want to assign to the role.
     3. Click Add.
   • (Optional) Add Outside Organization users:

     Before you can add a user from an outside organization, the user must be granted either the Control Center Administrator or the Control Center User role in Account Manager.

     1. Select the Outside Organization tab.
     2. Enter a valid email address for the outside user.

        If the user isn’t listed, the email address isn’t valid for an organization.

     3. Select the user.
     4. Click Add.