1.9 Maintain Roles

This topic explains systematic instructions to maintain the role profiles.

Likely, users working in the same department at the same level of hierarchy need to have similar user profiles. In such cases, define a Role Profile that includes access rights to the functions that are common to a group of users. A user can be linked to a Role Profile which gives the user access rights to all the functions in the Role Profile. The roles defined will be effective only after dual authorization.

Note:

The fields which are marked in asterisk are mandatory.

1. On Homescreen, type SMDROLDF in the text box, and click Next.
   The Role Maintenance screen displays.

   Figure 1-13 Role Maintenance

   
   

   
   Description of "Figure 1-13 Role Maintenance"

   
   
2. On Role Maintenance screen, specify the fields.

   For more information on fields, refer to the field description table.

   Table 1-19 Role Maintenance - Field Description

   Field	Description
   Role ID	Specify the role identification code.
   Role Description	The system displays the description of the selected Role ID.
   Centralization Role	Check this box to centralize the role.

   After defining the basic attributes of a role profile, define the functions to which the role profile has access. Check the Centralization Role box to specify that the role is applicable for centralized users. The role is automatically associated with all accessible branches if the multi-branch operational parameter is enabled. The various functions in the system fall under different categories.

   To assign a function to a role in the Role Maintenance screen, click the function categories to which the function belongs. In the Role Maintenance screen, the following are the function categories:

   Table 1-20 Role Maintenance - Function Category

   Function Category	Description
   Maintenance	Functions related to the maintenance of static tables
   Reports	Functions related to the generation of reports in the various modules
   Batch	Functions related to automated operations (like automatic liquidation of contracts, interest, etc.)
   Online	Functions related to contract processing
   Process Stage Rights	Functions related to workflow
   Acc Class Restriction	Functions related to restricting the role from using certain account classes
   Branch Restriction	Functions related to restricting the association of roles to certain branches
   Rights	Functions related to giving necessary rights for perform various operations in respect of incoming and outgoing messages
   Web Branch	Functions related to the Teller module for the role of branch users
   Fields	Functions related to User Defined Fields

3. To create a Role profile that closely resembles an existing one, follow the below given steps:
   1. Select Copy from the application toolbar to copy the existing profile onto the new one.
      A list of existing role profiles displays.
   2. Click on the existing role profile that is to be copied.
      All the details of the profile except the Role ID are copied and displayed.
   3. Enter a unique Role ID and change any of the details of the profile before saving it.
4. To delete an existing role profile, follow the below given steps:
   A Role Profile should be closed only if there are no users linked to it. Thus, before closing a role profile, modify each user profile attached to it and delete the link to the role.
   1. Select Close from the application toolbar to delete an existing role profile.
      If the role is linked to any user, a warning message displays.

      Note:

      1. This message will bring your attention to the fact that the user profile to which the role is linked will not be the same if the role profile is closed.
      2. The Role Profile will be closed only if the closure is confirmed.
5. Click Exit to end the transaction.