You manage roles using the Administrative Interface. When a user signs in, OrgPlus Enterprise determines their role according to the Security Setup. See Security Setup for more information.
1 In the Admin Explorer, click Security | Roles to display the Roles page.
2 Click the Add button to open the Add Role page.
3 Enter the New role name for the new role and click OK.
The newly added role appears under Roles in the Admin Explorer to the left.
4 Enter the New role ID.
You must configure each role you create. See Role Configuration.
Note: By default, all new roles have access to all the fields in a domain. You should ensure that sensitive fields are set to the proper security level. See Managing Field-Level Security for more information.
To duplicate a role:
1 Click Security | Roles in the Admin Explorer.
2 Select Copy for the role you want to copy.
3 Assign a New role name and a New role ID, and click OK.
1 In the OrgPlus Enterprise Admin Explorer, click Security | Roles to display the Roles page.
2 Select Role Name or Role ID from the Search drop-down menu to select the search field.
3 Enter the search criteria to match either of these fields.
4 Click Search to display the results that match the search criteria.
1 Perform a search (as described in the previous procedure) for the role you want to delete.
2 Select the checkboxes for the role(s) you want to delete in the Delete column.
3 Click the Delete button. You are prompted to confirm the deletion.
4 Click OK. The role is deleted.
Note: If you delete a role, all users with the deleted role are assigned the default role.
1
In the Admin Explorer, expand Roles by clicking its
plus 
sign.
2 Select a role from the displayed list.
3 Modify the role as needed.
4 Click Update.
See Also
