Adding or Editing a Role Definition

  1. Click Add above the table listing existing role definitions.  This will display the Role Details page.

  2. Data-entry fields will vary according to how the data table for Roles has been set up, but typically include role name and description, data hierarchy and initiate with (selectable from drop-down list).  Complete all mandatory and applicable fields, then click Save to keep your changes and add the role definition or Cancel to abandon them.

  1. Follow the procedure above, except that after you select an existing role, click Edit instead of Add.

  2. Make any corrections or additions needed in the data-entry and selection fields, then click Save to keep the changes or Cancel to abandon them and keep the existing role definition.