This tab displays when you select the Permissions button on the Definition Tab. Use this tab to edit role permissions.
Complete the fields on this tab using the information below. To continue, select the Return to Role button or select another option from the menu.
Fields
General Information
Name
The display-only role name.
Description
The display-only role description.
Permissions
The applications included in your system list in the Permissions box. Each application includes all possible menu options for that application.
Plus Sign / Minus Sign
Click the plus sign to the left of application check boxes to expand the Permissions tree for that application. As you click plus signs, the Permission tree expands to display more menu options. When a minus sign displays, you have reached the lowest option level in the Permissions tree. Options below this level carry no sign. To reverse the process, click a minus sign to collapse the options.
Check boxes
Add or remove check marks to boxes to grant or withhold permissions for the role.
Use caution when adding a check mark to a check box. If you add a check mark to box with a plus sign to the left, you are granting permission for the role to access not only that option but all options below the selected level in the Permissions tree. For example, if you click the plus sign beside System, the options Security and Setup display. If you add a check mark to the Setup box, you grant the roll access to Databases and the ability to view, add, modify, and delete databases.
A blank check box indicates that
no permissions are granted to the role.
A checked check box indicates
that permission are granted to the role.
A green box in a check box indicates
that limited access was granted to a role. To see granted permissions,
click the plus sign to expand the Permissions tree until you find the
check marks that indicate that permissions were granted to menu options.
A check box with a gray background
indicates that access is inherited from the permissions of another role.
In addition, the gray background indicates that access at the current
level cannot be changed.
You have two options to affect role access. You can remove the role assignment from the current role, which removes the access. Or you may be able to change access that is selected at a lower level. To see the granted permissions at a lower level, click the plus sign to expand the Permissions tree until you find green checkmarks on a white background.
Buttons and Links
Expand All
Select this link to expand the Permissions tree so that it displays all options for all applications. Note that none of the check boxes have a plus sign on the left.
Collapse All
Select this link to collapse the Permissions tree so that it displays only applications included in your system. Note that all of the check boxes have a plus sign on the left.
Return to Role Button
Select this button to return to the tabs for the role on which you are working.
See Also
Permissions Concepts and Processes
Dashboard Concepts and Processes