Difference between revisions of "View and/or Change Role Permissions"

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To view and/or change the permissions assigned to a role:
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To view and/or change the permissions assigned to a Role:
 
<ol>
 
<ol>
 
<li>From the Accounts menu, select Roles.</li>
 
<li>From the Accounts menu, select Roles.</li>
 
::The Role List window displays.
 
::The Role List window displays.
<li>Click the name of the role that you would like to view or change.</li>
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<li>Click the name of the Role that you would like to view or change.</li>
 
<li>Click the [[File:FieldViewIcon.png|20px]] button.</li>
 
<li>Click the [[File:FieldViewIcon.png|20px]] button.</li>
::The Role Editor window displays the selected role.
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::The Role Editor window displays the selected Role.
 
<li>Change the information as needed.</li>
 
<li>Change the information as needed.</li>
 
<li>Do one of the following</li>
 
<li>Do one of the following</li>
::To save the role, click the '''Save''' button.  
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::To save the Role, click the '''Save''' button.  
:::If the role is changed successfully, the role displays in the Role List window.
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:::If the Role is changed successfully, the Role displays in the Role List window.
  
{{Note | The following error message indicates that you have not assigned any permissions to the role:
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{{Note | The following error message indicates that you have not assigned any permissions to the Role:
::''Please assign at least one permission to the role.''
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::''Please assign at least one permission to the Role.''
Click the '''OK''' button and assign at least one permission to the role.
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Click the '''OK''' button and assign at least one permission to the Role.
 
}}
 
}}
  
::To discard any changes to the role and close the Role Editor window, click the '''Cancel''' button.</ol>
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::To discard any changes to the Role and close the Role Editor window, click the '''Cancel''' button.</ol>
  
 
{{NavBox HowTo Users and Roles}}
 
{{NavBox HowTo Users and Roles}}
  
[[Category:ELR]]
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[[Category:NAA]]

Revision as of 16:22, 26 September 2016

To view and/or change the permissions assigned to a Role:

  1. From the Accounts menu, select Roles.
  2. The Role List window displays.
  3. Click the name of the Role that you would like to view or change.
  4. Click the FieldViewIcon.png button.
  5. The Role Editor window displays the selected Role.
  6. Change the information as needed.
  7. Do one of the following
  8. To save the Role, click the Save button.
    If the Role is changed successfully, the Role displays in the Role List window.
    Note.jpg The following error message indicates that you have not assigned any permissions to the Role:
    Please assign at least one permission to the Role.

    Click the OK button and assign at least one permission to the Role.

    To discard any changes to the Role and close the Role Editor window, click the Cancel button.