Assigning Tasks to a Role

Once you add a chain or property role, you must add tasks to the role.

The lower part of the Manage Role screen is divided into a Main Tasks panel and an Available Tasks panel. The Main Tasks align with the functional areas in OPERA Cloud and you can select the required tasks for the role you are creating. The All green dot for a Main Task category indicates all tasks in the category are already assigned to the role.

Under the Main Tasks panel, task categories have a “New” indicator next to them when new tasks exist after an upgrade.

Note:

Assign report group tasks to grant access to specific report groups. Refer toReport Groups for more information.

Adding Tasks to a Role

1. From OPERA Cloud Role Manager, select either Manage Property Roles or Manage Chain Roles.

2. Enter or select an Organization (Property) or enter a Role and click Search.

   Note:

   The Role search filter is only for Manage Chain Roles and is optional.

3. Click the vertical ellipsis button for the property or chain role to which you want to assign tasks and select Edit.

4. From the Available Tasks panel, select the Tasks you want to assign to the role.

   Note:

   You can select a category from the Main Tasks panel to load its tasks under the Available Tasks panel for selection.

   Note:

   To grant access to specific report groups, select the respective report group tasks.

5. To filter the list of available tasks, enter the name of a specific task or a partial description into the filter field and click Filter.

6. Select View By check boxes to filter tasks to show tasks Granted and/or Not Granted to the role.

7. Choose Select All to select all tasks in a task category.

8. Click Save when you are finished selecting tasks.