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Managing Roles

Note: For information about other aspects of the web interface, see Configuring the Web Interface.

This section contains the following topics:

Roles

Predefined Roles

Role-Based Security

How Role-Based Navigation Works

How to Implement a Custom Role

How to Implement a Custom Menu Tree

Create a Role Record

Create a Tab Record

Create a Menu Bar Record

Create a Web Form Record

Copy a Menu Tree

Create and Customize a Menu Tree

Create and Publish a Help Set

Switch Roles