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Apply Access Levels to Many Roles

For a functional access area, you can set the access levels for every role to save time. Instead of using Role Management, you update the functional access area with the appropriate role access levels.

To apply access levels to many roles, do the following:

  1. On the Administration tab, select Security and Role Management, Functional Access.
  2. Click the name of the function area.
  3. On the Roles Tab, click Edit in List.
  4. Review and update each role as appropriate. The following access levels are available:
    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.

  5. Continue selecting roles and choosing access levels.
  6. (Optional) Click Change All.
  7. Click Save.

    The changes for the roles apply immediately.

Note: For information about roles and functional access levels, see the Online Help.

Example: Change the Access Levels for the Announcement

This example shows you can role access levels for the Announcement functional access area.

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

    The Functional Access Detail page appears.

  2. Click Announcement.
  3. On the Roles Tab, click Edit in List.
  4. Select Level 2 Analyst.
  5. Select View from the Access Level.

    The Access Level for the Level 2 Analyst role highlights with the value of View.

  6. Select Configuration Analyst.
  7. Select Modify from the Access Level.

    The Access Level for the Configuration Analyst highlights with the value of Modify.

  8. Click Save.

    A message confirms the change.

  9. Log in as a Level 2 Analyst role.
  10. Select View Announcements.

    The Announcements page appears.

  11. Click an announcement.

    A message reminds you that as a Level 2 Analyst, you can only view announcements.

  12. Set the Role to Configuration Analyst.
  13. Select View Announcements.

    The Announcements page appears.

  14. Click an announcement.

    The Update Announcement page appears. As a Configuration Analyst, you can modify announcements.