Maintaining Security › User Roles › Assign a Configuration to a Role

Assign a Configuration to a Role

Important! Verify that the user completing this task belongs to a role in which role management access is enabled.

You can configure the user interface to simplify how users enter, manage, and search for data. When you assign a configuration to a role, you help ensure that any user assigned to the role sees the product as you have configured it for them.

Example: Assign a configuration to an asset manager

In this example, an asset manager must quickly view, and monitor the most important information that has been entered into the product for an asset. This information is used for reporting, cost analysis, and inventory control. The administrator configures the search results to display the asset name, model name, quantity, serial number, operating system, purchase order number, and cost center. The administrator saves the configuration and assigns it to the asset manager role. When an asset manager logs in to the product, the configuration for the asset manager role is selected and appears.

Note: For more information about configurations, see the chapter Configuring the User Interface.

To assign a configuration to a role

1. Click Administration, User/Role Management.
2. On the left, expand the Role Management menu.
3. Click Role Search.
4. Search for and select a role.

   The role details appear.

5. Click Role Configuration.
6. Click Select New.

   The list of saved configurations appears.

7. Select the configuration you want to assign to the role.
8. Click OK.
9. Click Save.

   The configuration is assigned to the role. Any user assigned to the role sees the configuration when they log in to the product.