You can edit a User, Role or Resource record from within the active configuration by removing direct links that are assigned to the record. The links that can be removed depend on the type of record selected The Edit Item menu item is context sensitive depending whether a User, Role or Resource record is selected in the configuration window. Access to this functionality is provided either via the right mouse menu, or from the Edit menu.
The content of the Edit User, Edit Role and Edit Resource windows are reviewed in the following sections.
This option enables removal of direct links to resources and roles from a user record. There are three types of data in a typical User Edit window: users, resources, roles.
The following is a typical User Edit window:
Note: Double-clicking on a role area record opens the Role Edit window for that record, which enables the removal of direct links of roles. Double-clicking on a resources area record opens the Resources Edit window for that record, which enables the removal of direct links of resources.
User fields include the default fields: Person ID, User Name, Organization, Organization Type, User ID, Country, Location, Title, Cost Center. These fields are grayed out and cannot be changed in the Edit Item window. However, they can be changed when the users database (.udb file) is open.
The Resources Tab of the User Edit window includes statistical data on the user's resources (direct, indirect and both together) as well as the following fields: Resource Name 1, Resource Name 2, Resource Name 3, Owner, Organization, Location.
The Show drop-down menu enables display of the following combinations: Direct Links Only, Covered by Roles Only, Covered by Both Roles and Direct Links, All. All is the default.
The Role Tab of the User Edit window includes statistical data on the user's roles (direct, indirect and both together) as well as the following: Role Name, Description, Organization, Owner, Role ID, Type, Create Date, Reviewer, Approval Code, Approval Date, Rule, Organization 2, Organization 3, Expiration Date.
The Show drop-down menu enables display of the following combinations: Roles Linked Directly, Roles Linked Indirectly, Roles Linked Both Directly and Indirectly, All. All is the default.
To remove a direct link
Note: No confirmation message appears before removing the link. Indirect links cannot be removed directly. An attempt to remove indirect links generates an error message. An indirect link is removed automatically after removing its direct link.
This option enables editing role fields as well as removal of direct links to users, resources parent roles and sub-roles. The following types of data appear in a typical Role Edit window: Roles, Users, Resources, Parent Roles Sub-Roles and Status and is divided between various tabs by the same name.
Note: Double-clicking on a users area record opens the Users Edit window for that record. Double-clicking on a role area record (parent role or sub-role) opens the Role Edit window for that record. Double-clicking on a resources area record opens the Resources Edit window for that record.
Role data includes the following fields:
|
Field |
Description |
|---|---|
|
Role ID |
The role ID is assigned by the system when the role is originally created. It is a non-modifiable field and is grayed out. |
|
Name |
Role name is set when the role is first created. The name can be modified. |
|
Owner |
To edit the role owner, select a new owner from the Owner drop-down. |
|
Type |
To edit the role Type, select a new type from the Type drop-down. |
|
Organization |
To edit the role Organization value, select a new organization value from the Organization drop-down. |
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Organization 2 |
To edit the role Organization 2 value, select a new organization 2 value from the Organization drop-down. |
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Organization 3 |
To edit the role Organization 3 value, select a new organization 3 value from the Organization drop-down. |
|
Rule |
The rule edit field displays a rule when the role is a rule-based role. |
|
Description |
Displays a textual description of the role. The description can be modified. |
Includes statistical data about the user's roles (direct, indirect and both together) as well as the following fields: Person ID, User Name, Organization, Organization Type, Country, Location, Title, Cost Center.
The Show drop-down menu enables showing the following combinations: Direct Links Only, Covered by Sub-roles Only, Covered by Both Sub-roles and Direct Links, All. All is the default.
Includes statistical data on the user's resources (direct, indirect and both together) as well as the following fields: Resource Name 1, Resource Name 2, Resource Name 3, Owner, Organization, Location.
The Show drop-down menu enables showing the following combinations: Direct Links Only, Covered by Sub-roles Only, Covered by Both Sub-roles and Direct Links, All. All is the default.
Includes statistical data (direct, indirect and both together) as well as the following fields: Role Name, Description, Organization, Owner, Role ID, Type, Create Date, Reviewer, Approval Code, Approval Date, Rule, Organization 2, Organization 3. These fields cannot be removed and are included for information purposes only.
The Show drop-down menu enables showing the following combinations: Parent Roles Linked Directly, Parent Roles Linked Indirectly, Parent Roles Linked Both Directly And Indirectly, All. All is the default.
Includes statistical data on the user's roles (direct, indirect and both together) as well as the following: Role Name, Description, Organization, Owner, Role ID Type, Create Date, Reviewer, Approval Code, Approval Date, Rule, Organization 2, Organization 3.
The Show drop-down menu enables showing the following combinations: Sub-role Linked Directly, Sub-role Linked Indirectly, Sub-role Linked Both Directly and Indirectly, All. All is the default.
Provides a location to view the role creation date, role approval date, view and edit approval status, set an expiration date for the role.
To remove a direct link
Note: No confirmation message appears before removing the link. Indirect links cannot be removed directly. An attempt to remove indirect links generates an error message. An indirect link is automatically removed after removing its direct link.
This option enables removal of direct links to users and roles. There are three types of data in a typical Resources Edit window: resources, users, roles.
Note: Double-clicking on a users area record opens the Users Edit window for that record. Double-clicking on a role area record opens the Role Edit window for that record.
Include the default fields: Res ID, Res Name 1, Res Name 2, Res Name 3, Owner, Organization, Location. These fields are grayed out and cannot be changed in the Edit Item window. However, they can be changed when the resources database (.rdb file) is open.
Includes statistical data about the user's roles (direct, indirect and both together) as well as the following fields: Person ID, User Name, Organization, Organization Type, Country, Location, Business Unit, Special Field.
The Show drop-down menu enables showing the following combinations: Direct Links Only, Covered by Roles Only, Covered by Both Roles and Direct Links, All. All is the default.
Includes statistical data on the user's roles (direct, indirect and both together) as well as typical resource database fields: Role Name, Description, Organization, Owner, Role ID.
The Show drop-down menu enables showing the following combinations: Roles Linked Directly, Roles Linked Indirectly, Roles Linked Both Directly and Indirectly, All. All is the default.
To remove a direct link
The row disappears from the list.
Note: No confirmation message appears before removing the link. Indirect links cannot be removed directly. An attempt to remove indirect links generates an error message. An indirect link is removed automatically after removing its direct link.
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