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Assigning a Primary Responsibility

Each user can have multiple responsibilities assigned, in order to provide access to all necessary views. One responsibility is defined as the primary responsibility. The user sees the tab layout associated with his or her primary responsibility. The Site Map provides this user with access to the superset of screens and views defined in the responsibilities with which the user is associated.

To assign a primary responsibility to a user, perform the following procedure.

To assign a primary responsibility to a user

1. Navigate to the Administration - User screen, then the Users view.
2. Select a User record.
3. In the form, click the select button on the Responsibility field.

   A list of the responsibilities assigned to the User appears.

4. In the Responsibilities dialog box, set the primary responsibility for the user by checking the Primary flag of one of the selected responsibilities.

NOTE:  By default, the first responsibility assigned to a user (based on timestamp) becomes the primary responsibility. Particularly for customers who are upgrading, verify that the correct primary responsibility is assigned to each user, or specify the desired primary responsibility.

Related Topic

Managing Tab Layouts Through Responsibilities