Manage Roles

The Role Details page is where you can view and update the roles in your application.  You can navigate there by first clicking Admin in the Top Navigation Bar.  Then click on the User Management Tab, and finally, click  GO  next to where it says Manage Roles. This opens the Application Roles Page.

Notice how the page lists all of the roles available: the ones you created, and the system default roles. (Note: System default roles are locked and are read-only.)  The table also displays the roles' status icons:

 - Active               - Inactive            - Locked Or Read-Only         - Unlocked 

You can also create a new role by clicking New Role under the Related Actions Menu.

View and Manage Role Details: 

• Role Details:  Select the role you wish to see the details of.  Then click Role Details under the Actions Menu.  Here you can update the role's name and description.  (Be sure to click Update when done changing the role name and description.)  You can also activate or inactivate the role by clicking the respective buttons.  Inactivating will prevent any future users to be assigned to that role
• Task Groups & Permissions:  Click on one of the Task Groups to view or edit the permissions in that group. Scroll through them and select which ones you want to be Enabled/ Disabled for this role.