Edit Role

Client Tools Guide › Edit Menu › Edit Item (Configuration Only) › Edit Role

Edit Role

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.
Organization 2	To edit the role Organization 2 value, select a new organization 2 value from the Organization drop-down.
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.

The Users Tab

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.

The Resources Tab

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.

The Parent Roles Tab

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.

The Sub Roles Tab

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.

The Status Tab

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

Select the Users, Resources Parent Roles, or Sub-Roles tab from which to remove a direct link.
Select the record in the list that you want to remove.
Click Remove. The row disappears from the list.
Click Apply to confirm the changes and return to the configuration window.

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.