Roles - Main Screen - Overview

• The Roles module allows you to set up permission-based roles for accessing the system, which you can then assign to appropriate users.
• The main body of the Roles list screen contains the list of existing Roles along with several columns of summary data for each.

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• Actions that may be executed for individual Roles are accessible using the carat icon under the far right hand column for each record.

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• The blue buttons on the right side of the screen just above the list allow you to add, edit, or delete roles or refresh the data displayed on screen.  There is also an option for comparing up to 4 selected roles.

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Roles - Main Screen - Sorting

• You can sort the list by any of the columns by simply clicking on the column header.
• For example, if you want to sort by the number of users assigned to the role, click on the People Assigned column header.

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Roles - Main Screen - Select a Role

• To select a Role to work with, simply click on that Role’s name.  Clicking on the Role name will take you to the detail screen for that Role.

Roles - Main Screen - Adding a Role

• To add a Role:
• Click on the “Add” button from the Roles menu at the top of the screen.

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• Enter details for the Role.

• When finished, click on the “Save” button at the bottom.

• You can also add a new Role from the detail screen of an existing profile.  Click on the “Add” button at the bottom of the screen.

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• For more information on how to navigate the Role detail screen and explanations of applicable properties and settings for a role profile, please see Help for the Role Detail Screen.

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Roles - Main Screen - Edit a Role

• There are three methods for editing roles.

Method 1

• Select the checkbox next to the Role’s name and then choose “Edit” from the menu buttons.

Method 2

• At the far right of a profile row, click on the carat icon, then select “Edit” from the options that appear.

Method 3

• While on the detail screen for a Role, you can click on the “Edit” button in the bottom right of the screen.

• After making edits to a profile, click on the Save button at the bottom of the screen.

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Roles - Main Screen - Delete a Role

• There are two ways to delete a role.

Method 1

• Select the checkbox next to the name of a role, then choose the Delete button from the menu.

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• A confirmation window will open.  Click on “OK” to confirm that you wish to delete the record (or records).

Method 2

• Select the carat icon at the far right of a Role row.  From the options, click on the “Delete” button.

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• A confirmation window will open.  Click on “OK” to confirm that you wish to delete the record (or records).

Roles - Main Screen - Duplicate a Role

• You can add a Role by duplicating the record of another.
• You can duplicate a Role by clicking on the carat to the far right of the Role list screen.  When you click on the arrow, you’ll see options to Duplicate, Edit, or Delete.  Click on Duplicate.

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Roles - Main Screen - Compare Roles

• To compare up to 4 roles to see the differences between them, first select the roles you want to compare by clicking on the checkboxes to the left of the role names.  Then click on the “Compare” button at the top.

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• A screen will load displaying the list of permissions and a column for each role you selected, indicating the access level granted within the role for each permission.

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• If you click on the “Show Differences” checkbox, the differences between the roles will be highlighted.

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• You can remove a role from the comparison by clicking on the “X” in the upper right of the column for that role.

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