Create or Edit Roles

Security Administration > Create/Edit Roles

This page is used to create new roles or edit existing roles. You can add or edit roles for which a security component is required. Additionally, you can establish permissions for the various roles; for example, you can assign a database administrator permission to the Finance application.

Create a role:

❏ From the Manage Roles page, click Create New Role. The Create Role page is displayed.

Field	Description
Role Name	Type the name of the role to be created.

Under Manage Permissions:

❏ Click + - to expand or collapse available role permissions.

❏ Select the permissions to be added to the role. Once permission is granted to a component, the title is displayed in green and the associated check box is selected.

Multiple applications can be added to a role.
Multiple roles can be added to a user.

❏ Click Save. The new role is displayed under Select a Role. You can continue creating roles as needed.

Edit a role:

❏ From the Manage Roles page, type the role name in the Search Roles field. As you type a role name, the existing roles that match the typed data are displayed under Select a Role.

Select the role to be edited.
The Edit Role and Delete Role buttons are enabled.

❏ Click Edit Role to edit the selected role. The Edit Role page is displayed with the selected role name in the Role Name field and the existing role permissions.

Role Name	The name of the selected role is displayed.

❏ Under Manage Permissions, add or remove roles as needed. Any changes made to a role are effective to all users who are assigned to that role.

Notes:

Selected components are displayed in green.
An application with a component that is not selected is displayed in green italics. For example, if a component under Test Scores is not selected, then Test Scores is displayed in italics denoting that not everything under Test Scores has been granted permission.
For those components with a read-only capability, select read-only, and the component is displayed in orange. Read-only access limits the user to only be able to view data on a page. The component must be selected along with the read-only option.
For Budget and Finance, an All Historical File IDs read-only option is available allowing users to view all file IDs when logged on to the application if the option is selected. If the option is not selected, the user can only view the current year.

❏ Click Save.

Other functions and features:

Delete Role	❏ Click Delete Role to delete a role. A pop-up window prompts you to confirm that you want to delete the role. Click Yes to delete the role. Click No not to delete the role.
Cancel	Click to return to the Manage Roles page without making changes.

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Create or Edit Roles

Create a role:

Edit a role:

Other functions and features:

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Table of Contents

Create or Edit Roles

Create a role:

Edit a role:

Other functions and features:

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