Roles

A role is a collection of functions for a particular module and license type, which determines the pages and actions to which the user has access. Roles are managed in the Roles page (located under the Security heading in the Admin Center and assigned to user profiles in the Users page. Administrators can create as many roles as desired but may only assign one role to a user per module. As an example, this allows the user to act as a file manager in RL6:Risk and RL6:Claims, and as a data entry user in RL6:Feedback.

The Roles page contains the following components:

1. Action buttons:
   1. New – Opens the New role dialog, allowing you to create a new role. See Creating and Modifying Roles for more details.
   2. Edit – Opens the selected role where you can modify and save your changes to role properties. See Creating and Modifying Roles for more details.
   3. Copy – Opens the RoleAn attribute assigned to your user profile that determines the pages and functionality to which you have access in RL6. dialog and inserts the values from the selected role into the various fields. All fields except for the Name are copied exactly. For the Name field, the text Copy of appears in front of the original name. You can modify the fields as necessary and click Save to create the new policy.
   4. Delete – Allows you to delete the selected roles. You must confirm the deletion by clicking Yes.
   5. Reset List – Removes the search filter applied
2. Module drop-down list – Filters the display of roles by module selected
3. Search field – Allows you to enter your search criteria to quickly find a specific role
4. Number of users link – Displays the list of users to whom the role has been assigned
5. Exitbutton – Returns you to the Admin Center