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  (c) PMWeb, Inc., 2023

Role Manager

 
Use this page to view, define, and assign Visual Workflows at all levels: System, Program, and Project. Note that the actions performed here can also be performed on the Roles Tab of Workflow Setup but there you can only work at one level at a time.
 
Role Manager
1

USERS SECTION

1. USERS SECTION
Use the search field to limit the users shown. The By User tab shows users individually while the By Permissions tab groups them by User Group and shows the security level assigned to them. Drag a user from this tree and drop it on a role to assign it. Or, click on a role in the assignments tree to select, check the box next to a user, and then click the button to send it to the assignments tree.
2

EXPAND/COLLAPSE BUTTON

2. EXPAND/COLLAPSE BUTTON
Click this button to expand or collapse the table on a level.
3

ADD ROLE BUTTON

3. ADD ROLE BUTTON
Click this button to add a new role at that level.
4

EDIT ROLE BUTTON

4. EDIT ROLE BUTTON
Click this button to open the role in edit mode
5

SELECT LEVEL BAR

5. SELECT LEVEL BAR
Select a level to change the view of the roles table. Choices are:
 
  • *All* - If this is selected, all levels and all roles are displayed -- system, programs, projects, location programs, and locations.
  • System - If this is selected only system level roles are displayed
  • [a program] - If this is selected system level roles and roles defined for that program are displayed
  • [a project] - If this is selected system level roles, roles for the project's program, and roles defined for that project are displayed
  • [a location program] - If this is selected system level roles and roles defined for that location program are displayed
  • [a location] - If this is selected system level roles, roles for the location's program, and roles defined for that location are displayed
6

DELETE ROLE BUTTON

6. DELETE ROLE BUTTON
Deletes the role. Roles that are used in one or more BPM cannot be deleted. The Delete Role button only appears at the level at which it was defined.
7

LEVEL ICON

7. LEVEL ICON
Icons in this column indicate the level at which the role was defined: system, program/location, or project
8

ROLES FIELD

8. ROLES FIELD
The description of the role
9

USER FIELD

9. USER FIELD
The user assigned to the role
10

LOCKED CHECKBOX

10. LOCKED CHECKBOX
If this box is checked a user can only be assigned to it at the level at which the role was defined.