Assigning Tasks to a Role

Once chain and property roles are added, the next step is to assign tasks to the roles in order to grant users granular access to specific areas of functionality and related actions.

The lower part of Manage Role is divided into a Main Tasks panel and an Available Tasks panel. The Main Tasks align with the functional areas and you can select the required tasks for the role you are creating. Under the Main Tasks panel, task categories display a ¿New¿ indicator when new tasks exist after an upgrade. The All green dot for a Main Task panel indicates that all tasks in the category are assigned to the role.

Note:

All tasks are listed regardless of the active OPERA Controls.

Note:

A process runs regularly to ensure task changes to existing and new roles are updated. This process can take up to 10 minutes to take effect.

Adding Tasks to Roles

Tip:

Select a task group from the Main Tasks panel , then click Select All to assign all tasks listed in the Available Tasks panel.

Tip:

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

1. From the 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. Select the role in the search result, then click the vertical ellipsis Actions menu and select Edit.

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

   2. 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.

   3. From the Available Tasks panel, select the tasks to assign to the role.

   4. Click Save.