Administer Roles

Roles provide means to control the configuration of the system to refine data views for the tasks associated with the role.

On this page:

Fields and Buttons

The top section of the Administer Roles page allows you to search for roles that match criteria in the fields.

  • Role Type: Allows you to search for roles that are associated to a specific type.
  • Status: Search by active or inactive status.
  • Role Name: Name that was given to the role when it was added.
  • Get Rolls: Search for roles matching the criteria set in the top section fields.

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Data Table

  • Role Type Code: Role type assigned to the role when it was added.
  • Role Name: Name given to the role when it was added.
  • Module Name: Module assigned to the role when it was added.
  • Create Time: Time and date that the role was added.
  • Last Updated: Time and date that a change was made to the role and saved to the system.
  • Status: Indicates whether the role is active or inactive.
  • View link: Opens the Viewing Roles dialog box which, in addition to displaying the same information as provided in the data table row, provides the role ID, and environment name.
  • Edit link: Opens the Managing Roles dialog box from which you can maintain the role type code, role name, module name, and status.

    Note: This Managing Roles dialog also displays the same information displayed in the view data table row.

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Viewing Role Information

The View Roles dialog box offers additional information to what was displayed in the data table. The dialog can be accessed by clicking the View link located in the Administer Roles page data table.

Fields and Buttons

  • ID: System-assigned, unique role number.
  • Environment Name: Name of the associated environment as assigned when the role was added.
  • Role Type Code: Role type assigned to the role when it was added.
  • Role Name: Name given to the role when it was added.
  • Module Name: Module that the role was assigned to when it was added.
  • Create Time: Time and date that the role was added.
  • Last Updated: Time and date that a change was made to the role and saved to the system.
  • Status: Indicates whether the role is active or inactive.
  • Edit: Opens the Mange Roles dialog box.
  • Cancel: Closes the dialog box.

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Adding Roles

To add a role:

  1. Click Add Role.
  2. Complete the following Create Roles dialog box fields:
    • Role Type Code
    • Role Name
    • Status
  3. Click Save.

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Managing Role Information

The Manage Roles dialog box allows you to maintain role information. The Manage Roles dialog can be opened by clicking the Edit button on the Administer Roles page data table or the Edit button on the View Roles dialog box.

Fields and Buttons

  • ID: System-assigned, unique role number.
  • Environment Name: Associated environment’s name as assigned when the role was added.
  • Role Type Code: Review or update the role type that was assigned to the role when it was added.
  • Role Name: Review or update the name that was given to the role when it was added.
  • Module Name: Review or update the module that the role was assigned when it was added.
  • Create Time: Time and date that the role was added.
  • Last Updated: Time and date that a change was made to the role and saved to the system.
  • Status: Indicate whether the role is active or inactive.
  • Save: Save any changes.

    Note: This field is disables until modifications are made to the dialog.

  • Cancel: Close the dialog.

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