Creating and Modifying Roles

The RoleAn attribute assigned to your user profile that determines the pages and functionality to which you have access in RL6. dialog is used to select the license and module to which the role applies. Based on this selection, RL6 functions are automatically enabled or disabled. When you choose the Administration license, for example, all functions are enabled; selecting the Entry license, on the other hand, reduces the functions to those that allow users to enter, view and search for files. You may further configure the role by unchecking functions, which have been categorized to make it easier to administer roles.

To create or modify a role:

1. Do one of the following to open the Role dialog box:
   • Click the New action button to create a user profile from scratch (as shown).
   • Check the box next to a role and click the Copy link to create a new role with the same property settings as the selected role.
   • Check the box next to the role you would like to modify and click Edit.
2. Enter a Name and Description for the role (Name is mandatory and must be unique for the selected module).
3. Caution! When renaming a role, be aware that the new name will not automatically cascade to all areas of the application, such as to calculated fields via the expression editor, the External User Authentication Page, or form/field logic configurations; this may result in unexpected behavior and requires that the role be manually updated in these areas.
3. Select a Module from the list.
4. Note: The module field is not editable once the role has been saved.
4. Select a License from the list. Based on your selection, the corresponding functions below are activated.
5. Select or clear the boxes next to the role functions (Role Functions) to enable/disable the actions available to users who are assigned this role. In this example below, only reporting functions have been enabled.
6. Click the Domain RightsDomain Rights tab and select the types of interaction the user can have with the files to which they have access. (This tab only appears if a specific module (except Common and Infection) is selected.)
7. Click Create (or Save Changes if you made changes to an existing role).

Note: If you edit a role name, a warning message will be displayed upon save to indicate that the name change may cause related configuration areas to not work as expected. For example, if a role was used in an expression for form configuration, the new name will not be updated. Users can export a form to a work book to see if the role was used in form configuration and then configure it to use the new form name as necessary. In the message, click Yes to continue or No to cancel the save operation.