Roles

Roles are set up to control access permissions on the platform. You can create multiple roles for users, allowing you to customize access based on their designated tasks. Users assigned a particular role will have access to the options designated for that role. In the Roles section, view the list of existing roles, view all the bookmarked Roles under Bookmark, Add New Role, Edit Role, Clone, and Edit Role.

Perform the steps below to navigate and view the Roles section:

1. Click the left navigation menu and select Roles. The Role List is displayed in the table view and comprises two tabs: All Roles and Bookmark. 
   
   

View All Roles

The All-Roles section displays the list of all the assigned roles.

The All-Roles tab displays a list of roles in a tabular format with key information. Below are the details displayed in the table to identify the listed roles:

• Role ID: Displays the system-generated ID for the role.
• Org/Ref. ID: Displays the organization or the reference ID.
• Role Name: Displays the name of the role.
• Description: Displays a short description of the role.
• Created By: Displays the information of the user who created the role.
• Created On: Displays the information about the date when the role was created.
• No. of Users: Displays the number of users assigned to the role.
• Status: Displays the status of the role. 
  
  

Use the options below to view the customized display of the table items:

1. Click the Hamburger menu and open the Customize Display option found on the far right of the title bar to arrange the tab display settings, as needed.
2. Select Grid View on the top right corner of the page to change the display of the same contents. 
   
   

View Bookmarks

The Bookmark tab displays a list of marked roles for easy reference.

1. To access the bookmarked roles, click Bookmark on the Role List page.
2. The following are the table items:
   • Role ID: Displays the system-generated ID when a new role is created.
   • Org/Ref. ID: Displays the organization or the reference ID.
   • Role Name: Displays the name of the user who created the role.
   • Description: Displays a short description of the role.
   • Created By: Displays the name of the person who created the role.
   • Created On: Displays the role creation date.
   • No. of Users: Displays the number of users assigned to the bookmarked role.
   • Status: Displays the status of the role in the bookmark tab.
   • Action: This column allows you to View, Edit role,  Clone & Edit, and Bookmark/Unbookmark the roles. 
     
      
3. On the Bookmark tab, use the option below to customize the roles list:
   • To view the Customize Display of the table items, click the Hamburger Menu at the right corner in the Bookmark tab and select the required check box to display specific column information.
   • Select Grid View on the top right corner of the page to change the display of the same contents.

Add New Role

To add a new role, follow the steps below:

1. Click Add New Role provided in the Roles list page to add a new role. 
   
    
2. The Add New Role page is displayed, allowing you to enter all the necessary information to create a new role. Follow the steps below:
3. Enter the role details, which include the Role Name, Org/Reg.ID, and Description in the relevant fields. 
   
    
4. In the Role Permission section, select the options by marking the required checkboxes to provide access to the selected options. 
   
    
5. Click Show More Permissions to view all options available.
6. In the Choose the other permission section, select the options, if required. 
   
    
7. After completing the required details, click Submit to save and create the new role. 
   OR 
   Click Cancel to exit the window.

Note: The system does not allow creating multiple roles with the same title and permissions.

Edit Role

1. Click the Hamburger Menu of the Action table column.
2. Click Edit to edit the selected role.
3. Edit required information in the Edit Roles fields.
4. Once all the fields are edited, click Submit to save the changes. 
   
   Note: A success message Role Successfully Edited is displayed at the top right corner along with the edited role in the list of All Roles. 
   
   

Clone & Edit

The Clone & Edit option allows you to create a new role by cloning an existing role and modifying its requirements. 

To create a new role by cloning, follow these steps:

1. On the Role List page, clickHamburger Menu in the Action column, and select Clone & Edit on the selected role.
2. You will be directed to the Add New Role page. Follow the steps in Add New Role to add the new role to the console.

Bookmark a Role

To bookmark the roles, follow these steps:

1. Click the Hamburger Menu of the Action table column.
2. Select Bookmark to bookmark the Role ID and to display it under the Bookmark.  
   
    
3. Like All Roles, click on the Hamburger Menu of the Bookmark tab provided beside the bookmark tab header to view the customized display of the bookmark table headers.