A role provides the ability to categorize users that permissions governing data access, business rule automation and page information access can be accessed across whole groups of people. Users can have multiple roles and roles can be managed within the context of a solution.
Where a user holds more than one role, the role with the most restrictive - or least number of - permissions is the one that the user access will be evaluated against. |
To access Roles, navigate to User Management > Roles from the left hand navigation menu (or select Roles directly from the left side of the page):
The Roles tab will list all the roles currently defined within the tenancy no matter which solution they are tied to. The following information is displayed for each role:
| Attribute | Description |
|---|---|
| Role | The name of the role including - in brackets - the solution that the role was created. |
| Description | A description of the role as entered by the developer when creating/updating the role. |
| Last Modified | Date and name of the person who last modified the role record. |
| Created | Date and name of the person who created the role record. |
The following actions are available:
| Name | Icon | Description |
|---|---|---|
| Screen Icons | ||
| Prints the current page | |
Help | | Opens the Help Window |
| List Actions | ||
Export |
| Exports data to an Excel file |
Refresh |
| Refreshes the list |
| Hide quick help |
| Hides the shaded yellow quick help area |
