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Roles Grid

Make the following menu selections to display this page:  

System—Security—Roles

Use this page to select to add or edit roles and grant users permissions based on the role assigned to the user.

ClosedFields

ClosedRoles Grid

The following links, fields, and buttons appear on the page that displays when you select the menu option System—Security—Roles. Look at Tasks to Complete for use instructions.

Header

Add Role

Use this button to add a role. Refer to the add instructions later in this topic.

Find Role Name

Enter a role name in the field and select the Find button to search for that role. Refer to the Find Button for more information.

Page/Go

Use this field and button and Next and Previous links to display pages when the grid includes more than one page. Refer to the Go Button for more information.

Grid

Role Name

The names of existing roles. Click this column title to sort the list of roles.

Description

A description of each role.

Delete

Use this button to delete a role. Refer to the delete instructions later in this topic.

General Tab

Definition Tab

Edit Role Permissions Tab

ClosedTo Add Roles

  1. Select the Add Role button. The role tabs display.
  2. Use the General Tab, Definition Tab, and Edit Role Permissions Tab field lists to complete the tabs.

Note

Add role permissions using one of the following methods. Use the Permissions button to add permissions individually. Use the Available Roles and Selected Roles boxes to copy all permissions associated with an existing role to a new role. Refer to the Definition Tab for more information.

  1. Click Save.

ClosedTo Edit Roles

  1. Locate and select the role you want to edit.
  2. Use the General Tab, Definition Tab, and Edit Role Permissions Tab field lists to edit the tabs.

Note

Edit role permissions using one of the following methods. Use the Permissions button to add permissions individually. Use the Available Roles and Selected Roles boxes to copy all permissions associated with an existing role to a new role. Refer to the Definition Tab for more information.

  1. Click Save.

ClosedTo Delete Roles

  1. Locate the role you want to delete and click the Delete button . The following message displays: Are you sure you want to delete this role?
  2. Click OK.

See Also

Roles Concepts and Processes

Permissions Concepts and Processes

 

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