Summary
The Roles section provides the ability to create and manage ECM roles. Roles define the user access level allowed for viewing and editing ECM modules and reports. Each user is assigned a role in accordance with their job functions.
Roles
The Roles grid lists ECM roles available.
ECM
Item | Description |
|---|---|
| Add Role | Click to launch the Add Role popup to add a role |
| Save Changes | Click to save changes |
| Cancel Changes | Click to discard changes |
| Search (text box) | Click in field to search information in the grid; numbers, letters and some characters accepted |
| Edit (pencil) | To edit an ECM role, click the edit icon (pencil) |
| Name | Name of role. Click in field to edit name in grid or click edit icon to open edit dialog.
|
| Description | Description of role. Click in field to edit description in grid or click edit icon to open edit dialog. |
Other:
- Pagination - Pagination tool at bottom allows user to page to previous or next pages or go to first or last pages
- Number of items selector - Allows user to select number of items to be displayed on the page (Default: 50)
- Number of items shown - Displays the number of items shown out of the total number of items available
Add Role
- Click Add Role
- Enter name and description for role
- Click Save to save changes and close the window
- Click Cancel to discard changes and close the window
- Click Save Changes on the Roles grid to save new role
Edit Role
- Click edit icon (pencil) to launch the Edit - Role page.
- Module Access
- Each ECM Module and sub-module (if applicable) is shown with Access Type ViewEdit
- Select the ECM modules that this role will be allowed to view and/or edit
- Click the top checkbox to select all modules
- Click Save to save changes and close the window or Cancel to discard changes and close the window
- ECM Access
- Pre-condition: A role must have permission in Module Access to view and/or edit reports
- ECM reports are listed in the Description column
- Selec the ECM reports that this role will be allowed to run
- Click the top checkbox to select all modules
- Click Save to save changes and close the window or Cancel to discard changes and close the window
