Changing a Role

In this Topic

Managing Components on the Role's Dashboard
1. Adding Components to the Role's Dashboard

The Role Summary contains basic settings for the user role, including the customized agency Help and dashboard components that are available for users who log on to the system with this role selected as their active role. You can access advanced security settings for the role by using quick links on the Role Summary.

To access the Role Summary from the Role Overview component, select Open from the Actions menu on the role's row.

The Role Summary opens on the General tab. On the upper portion of the tab, you can view or change information in these fields:

Click in a field and add, change, or delete information as needed. When you are finished, click the Save button.

Note: Regardless of the setting for the Can Modify Other Users’ DSRs field, you must provide either source authority or vendor authority in order for users to access daily source reports. For more information, see Overview of Source Authority and Source Management Levels.

On the lower portion of the General tab, you can determine which components are displayed on the dashboard for this role. For more information, see Managing Components on the Role's Dashboard.

For instructions about creating and editing Home Page News content for the role, see Maintaining the Home Page News for a Role.

To create customized agency Help for this role, click the Agency Help tab. For more information, see Creating Agency Help for a Role.

To add a new role, select Add New from the Actions menu on the component header. For more information, see Adding a Role.

If you are creating a new role that is similar to an existing role, you can save the time it would take to add all the access rights to the new role by creating a copy of the existing role and assigning it a new role ID. To copy the role, select Copy from the Actions menu on the component header. For more information, see Copying a Role.

Click one of the following quick links to assign or change other rights to the role:

Assign Contract Authority Assignable Roles	This link takes you to a component where you can assign or change the contract authority rights for the user. For more information, see Assigning Contract Authority Assignable Roles to a Role.
Assign Rights: Components	This link takes you to a component where you can assign access rights to components. For more information about assigning data access rights, see Assigning Component Access Rights to a Role.
Assign Role Access Rights	This link takes you to the Assign Role Access Rights component, where you can select which resources a user can access. From this component, you can also assign access rights to restricted fields, selection criteria, reports, processes, and services. For more information about access rights for resources and more, see the following topics: Assigning Resource Access Rights to a Role Assigning Restricted Fields Access Rights to a Role Assigning Selection Criteria Access Rights to a Role Assigning Report Access Rights to a Role Assigning Process Access Rights to a Role Assigning Service Access Rights to a Role
Assign Rights: Workflow	This link takes you to a component where you can determine whether the user can view, update, or delete information at various workflow phases. For more information about assigning workflow phase access rights, see Assigning Workflow Phase Access Rights to a Role.
Assign Role to Users	This link takes you to a component where you can assign the role to one or more users. For more information, see Assigning Roles to a User.
Assign Source Authority Assignable Roles	This link takes you to a component where you can assign source authority assignable roles to one or more users. For more information, see Assigning Source Authority Assignable Roles to a Role.

Managing Components on the Role's Dashboard

The lower part of the General tab displays a list of the components that appear on the dashboard for users who log on to the system with this role selected as their active role.

You can view or change information in these fields to position the component on the dashboard:

To determine the exact placement of a component on the dashboard, you can make changes in the Order and Column fields. Click in a field and modify information as needed.

To remove a component from the role's dashboard, select Delete from the Actions menu on the component row. To reverse the delete action, click the Undo icon.

Adding Components to the Role's Dashboard

Follow these steps to add one or more components to the role's dashboard:

On the Role Summary, click the Select Dashboard Components button.

The system displays a modal window for adding dashboard components.
In the modal window, first locate the component you want to add by typing criteria in the Quick Find search box or by clicking Show first 10.

The system lists all the components that meet your search criteria.
Click the row for each component you want to add.

The system adds a check mark beside each component you select and shades the row. To cancel a selection, click the selected row again.
Click the Add to Role button.

The system closes the modal window and adds the new components to the list on the Role Summary.
When you are finished making changes, click the Save button to apply your changes to the system.

The system displays a message just above the component header to confirm that your changes were saved in the database.
Note: If your agency decides to create custom dashboards for users in one or more business areas, select the system component for that business area. For more information, see Managing Reference Data and refer to the System Administration Customization Guide.