Configuring Correspondence Management users and groups

You assign roles for users and groups from the Role Management user interface in the User Management Section of AdminUI. For details on assigning roles to users and groups, see Assign a role to users and groups.

1. When Correspondence Management is installed as a part of LiveCycle installation, roles are created on LiveCycle servers and these roles are mapped against the respective Correspondence Management groups in CRX.

2. To verify the new roles, login to LiveCycle Administration console and navigate to Home > Settings > User Management > Role Management. Ensure that following roles are listed:

   Role	Description
   Correspondence Management Administrator	A user having this role is a general system administrator for Correspondence Management. This role enables the user to modify all assets. This role also lets define the categories.
   Correspondence Management Subject Matter Expert	This persona has the role enabling a User to Create, Update and Delete texts and images
   Correspondence Management Application Specialist	A User having this Role is able to define the letter template by judicious usage of the text, picture, condition, list objects. With this role, the user can Create, Update and Delete the letter templates, layouts, lists, conditions, texts and images.
   Correspondence Management Claim Adjustor	A user having this role serves as an Agent. An agent user would use the letter template defined by the business user to produce the letter communication to deliver to the customer
   Correspondence Management Form Designer	A user having this role has the skills to design form layouts using LiveCycle Designer. Having equipped with the necessary know-how to design form layouts for use in correspondence management, this user will use LiveCycle Designer and design the XDP templates, which would serve as the boilerplate for the letter.
   Correspondence Management Developer	A user having this role has the knowledge about XSD schema and data modelling concepts and is responsible for creation and maintenance of Data Dictionaries.

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   Default Correspondence Management Department Roles

   In the Correspondence Management solution, you can create departments and add assets to each department in the Manage Assets user interface. The roles described above are the roles assigned to the users of the default Correspondence management department. If you create departments in the solution, the above roles are replicated for each department. You then need to Assign a role to users and groups to each custom department. For details on how to add departments, see Adding departments to the Manage Assets user interface.

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   Custom Department Roles