Managing Roles › Role-Based Security › Functional Access Areas › How to Add a Functional Access Area › Apply an Access Level to a Role

Apply an Access Level to a Role

You can use Role Management to change the way users access the user interface. When you change the access levels for a role, the user interface shows only objects, pages, and menu items based on the access level. For example, if a role can no longer create contacts, the File menu omits New Contacts.

To apply an access level to a role, do the following:

1. On the Administration tab, select the Security and Role Management, Role Management, Role List.
2. On the Role List, right-click the role name and select Edit from the short-cut menu.
3. Click Edit in List on the Function Access tab.
4. Click a function name.

   The row highlights.

5. Update the functional access areas with the following access levels as appropriate:

   None

   Denies the role access to the function object.

   View

   Grants read-only capability to the function object.

   Modify

   Grants read/write access to the function object.

6. Click Save.

   A message confirms the change. The role can immediately use the functional access area at the specified access level.

7. Verify the access level, by logging in as the role and checking menus, page options, and buttons.

Example: Grant the Level 2 Analyst Role Modify Access to Tickets

This example shows how the user interface changes when you grant a Level 2 Analyst access to modify tickets.

1. On the Administration tab, select the Security and Role Management, Role Management, Role List.

   The Role List appears.

2. Right-click Level 2 Analyst and select Edit from the short-cut menu.
3. Click Edit in List on the Function Access tab.
4. Select Incident/Problem/Request Reference.
5. Select Modify on the Access Level.

   The access level updates to Modify.

6. Click Save and log out.

   A message confirms the change.

7. Log in as a Level 2 Analyst role.
8. Select Search, Incidents.
9. Click Search and open an incident.

   The Incident Detail page includes an Edit in List button. As a Level 2 Analyst, you can modify the ticket.