Roles (Dashboard)
Summary
Roles define the user access level allowed for viewing and editing ECM modules and reports. (ECM modules are the various areas in ECM that can be configured.) Each user is assigned a role in accordance with their job functions.
Roles
The Roles grid lists ECM roles available.
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 or unselect all modules
- Click Save to save changes and close the window or Cancel to discard changes and close the window
Report access
- Settings on the Report access tab are used to set the reports that a role may access
- Pre-condition: A role must have permission in Module access to view and/or edit reports
- On the Report Access tab, reports are listed in the Description column
- Select 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
- When the user logs in to ECM, they will only be able to view the reports that are set for their role
Examples:- If all reports are selected, the role can view all reports in ECM:
- If the user is limited to view only selected reports, only those reports will show when they go to Reports:
- Report category: If the role does not have permission to view any reports within a category (Sales, Products, Employee, Other), the header for that category is hidden.
- No permission: If the role does not have permission to view any reports at all, a message is displayed: Permission required to access reports.
Other actions
- Select the actions this role is permitted to use.
Related articles
*Reports access reference: OE-13395, OE-13456