Creating Credentials

Administrator users can create credentials, a combination of role, organization, and collaborative space, used to determine access to content.

  1. In the Manage P&O and Content console, click Context .
  2. Click Create.
  3. To load the list of organizations, follow these steps:
    1. Click for the Company.
    2. In the slide-in window, enter search criteria for the organization name and click .
    3. Select the required company name. Business units and departments do not show in the list.
    4. Click Done. The app adds the company and all its children to the list of Organizations.
    5. Select the required organization.
  4. To load the list of collaboration spaces for the selected organization, enter search criteria for the title of the collaborative space and click the Collaborative Spaces filter. Select the required collaborative space.
  5. To load the list of roles for the selected organization and collaborative space, click the Roles filter.
  6. Select as many roles as required.
  7. Click Create , then click OK to clear the confirmation message.

The app creates as many sets of credentials as the number of roles you selected. Credentials use this format: 

<ROLENAME>.<ORGNAME>.<COLLABORATIONSPACETITLE>
For example: Designer.Company Name.Engineering