Maintaining Roles

Maintaining list of roles is a vital activity. After various roles are defined, they are associated with users. Depending upon the role, the appropriate access rights are given to the users.  

The system enables you to perform the following activities:

Adding a Role

Perform the following steps to add a role.

To add a role

  1. Access the Administration module.

  2. On the navigation pane, click the Role Maintenance link.
    The Role Maintenance screen appears.

  3. Specify the following field details.

Field

Description

Role Name

Type the name of the role. It should not be less than three characters. This is a mandatory field.

Description

Type the description of the role. It should not be less than 3 characters and greater than 50 characters. This is a mandatory field.

Level Code

Select the level from the drop-down list. This is a mandatory field.

  1. Click the Add New button.
    A message about record successfully sent for authorization appears and after authorization the record gets added.
    Or…
    The system adds the new role to the list and a message about successful addition of role appears on the Role Maintenance screen.

Modifying a Role

Perform the following steps to modify a role.

To modify a role

  1. Access the Administration module.

  2. On the navigation pane, click the Role Maintenance link.
    The Role Maintenance screen appears.

  3. Click the Edit icon next to the role to be modified.
    The fields are populated with the values of the role to be modified, and the Add New button changes to the Update button.

  4. Modify the Description as required.

  5. Click the Update button.
    A message about record successfully sent for authorization appears and after authorization the record gets updated.
    Or…
    A message about successful modification of role details appears on the Role Maintenance screen.