Adding Roles That Can View Shortcut Groups

When you created a shortcut group, you assigned roles that can view it. After creating the shortcut group, you can still add roles that can view it. The original role associated with the shortcut group creation is called the source role. New roles for which you want to grant additional access are called target roles. When you specify a target role, the shortcut groups that the source role can view also become available for viewing to the target roles.

To add roles that can view shortcut groups:

  1. Go to Setup > Navigation Portlet > Roles Update.

  2. On the Navigation Portlet Roles Update page, specify values for the following fields:

    1. Target Role – Select a target role.

      To select multiple roles, press and hold down the Ctrl key.

    2. Source Role – Select a source role.

  3. Click Run Update.

    Note:

    Inactive source roles are not updated.

  4. Click OK.

  5. On the Schedule Script Status page, click Refresh to check the status of the update.

    The Status column displays Complete after the update.

The shortcut groups that the source role can view also become available for viewing to the target roles after the update is complete.

Related Topics

Navigation Portlet
Installing the Navigation Portlet SuiteApp
Navigation Portlet Permissions
Creating a Navigation Category
Creating a Shortcut Group
Adding Shortcuts to an Existing Shortcut Group
Modifying the Content of the Navigation Portlet

General Notices