Manage scopes

A scope is a selection of communities and domains that you can use in an assignment of an asset type. A community or domain can belong to only one scope at a time. In environments where advanced operating model configuration is enabled, you can create, edit, and delete scopes.

Common prerequisites

  • Your CPSH environment allows scope configuration. You can check if your license has the PLATFORM_OM_SCOPE capability enabled by using the GET method of the Core REST API v2 /license/capabilities endpoint.
  • You have a global role with the Product Rights > System administration global permission.

Create a scope

You can create a scope if you want to create a specific assignment for assets in a specific community or domain.

Steps
  1. Open the Scopes page:
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.

    2. In the Operating model section, click Scopes.
      The Scopes page opens.

  2. In the Scopes section, click Create.
    The Create scope dialog box appears.
  3. Enter the required information.
    FieldDescription
    NameName to identify the scope.
    DescriptionDescription for the scope.
  4. Click Create.
What's next

Edit the scope to apply it to communities and domains.

Edit a scope

After creating a scope, you can apply it to communities and domains. You can also edit its name and description.

Tip When you apply a custom scope to a community, all of its descendants (subcommunities and domains) inherit that same custom scope. To then change a descendant's scope, you need to first move its parent back to the Default scope. Conversely, you can't change the scope of a community or subcommunity if any of its descendants belong to a custom scope. To then change the parent's scope, you need to first move the descendant back to the Default scope.
Steps
  1. Open the Scopes page:
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.

    2. In the Operating model section, click Scopes.
      The Scopes page opens.

  2. To edit the scope name and description:
    1. Hover over the scope name and click .
      The Edit scope dialog box appears.
    2. Enter the required information.
      FieldDescription
      NameName to identify the scope.
      DescriptionDescription for the scope.
    3. Click Save.
  3. To apply the scope to communities and domains:
    1. In the Organization by scope section, in the community or domain row, hover over the Belongs to scope column and double-click .
      The cell editor appears.
    2. Select the name of the scope and click outside the cell.

Delete a scope

You can delete a scope if it is no longer needed. When you delete a scope, any communities and domains that belonged to the scope are moved back to the Default scope.

Steps
  1. Open the Scopes page:
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.

    2. In the Operating model section, click Scopes.
      The Scopes page opens.

  2. Hover over the scope name and click .
    The Delete this scope dialog box appears.
  3. Click Delete.

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