Editing a User's Role Assignments

The Roles tab is used to define the type of access the user has in RL6. This is done through a variety of settings that start at the broadest level (modules) and works down to the finest level of control (fields). The modules and components your organization purchased are defined in the license file (Viewing License Information), which is broken into three areas: Administration, File Management and Data Entry. The Report Center, for example, is a system component linked with the Management license while the Form Designer falls under Administration. For users to gain access to the Report Center, they must be assigned a role containing the File Management or Administration license where the Report Center functions have been enabled. A user may be assigned one role for each module.

To create or edit a user's role assignments, do the following on the Roles tab:

1. Access the User dialog box (Creating, Editing or Copying a User) and click the Roles tab.
2. If adding a new role assignment, click the Add link. Or if editing an existing one, select the role assignment and click Open. The User RoleAn attribute assigned to your user profile that determines the pages and functionality to which you have access in RL6. Info dialog opens (not shown).
3. Select values from the following fields on the User Role Info dialog (not shown):
   1. Module – one of the modules your organization has purchased.
   2. License – a system-defined value: Basic Administration, Administration, File Management or Data Entry.
   3. Note: The Module and License selection determines the contents of the Role field.
   3. Role – see Roles for details.
   4. ScopeThe files to which you have access. – see Scope Definitions for details. For RL6:Infection, select Infection ALL from the list.
   5. Forbidden Fields – see Forbidden Fields for details. You may leave this field blank. Forbidden fields are not used in RL6:Infection.
4. Click OK on the User Role Info dialog (not shown). The role is added to the list.
5. If you need to verify or edit the user's scope, click the link in the Scope column to go to the Scope Details dialog.
6. Note: Only condition-based scopes will appear as links in the Scopes column.
7. Caution! If you edit the scope, the updates will affect other users who are also assigned to that scope.
6. Click Save or access another tab:
   • Editing a User's Information
   • Changing User Settings
   • Enabling Users to Act As the Current User
   • Adding or Removing a User from a Schedule