Managing Role Properties

System-level administrators with the applicable roles associated to their user IDs may select a role in the Roles pane, and then assign users to that role in the Properties pane. Administrators can view only the roles for their organizations and suborganizations.

IMPORTANT: To avoid organization ID conflicts, administrators must not create suborganizations below the parent organization. Equally, they must not delete existing organizations.

Note: Users may have roles defined and assigned from a parent organization that is not visible to the administrator of the user’s organization.

The properties include the role name and user names assigned to this role. You can click a user name in the Users with Role list to open the Users pane for that user.

You can do the following in the role's Properties pane.

• Manage Role Properties
• Delete a Role

Managing Role Properties

In the role's Properties pane, an administrator can assign multiple users to a role. Conversely, you can assign multiple roles to a user on the user's Properties pane. See Managing User Properties.

1.

Log in as an administrator for the relevant organization.

2.

On the XRA menu bar, select Manage > Roles.

The Organizations pane, Roles pane, and Properties pane is displayed.

3.

In the Organizations pane, select the relevant organization to display its Roles pane.

4.

In the Roles pane, select the role.

You must be logged in as a system administrator to edit a role.

5.

In the role's Properties pane, click Edit.

The Properties tab displays in editable mode. You can change the role name and the users assigned to the role.

6.

If required, change the role's name.

Note: Permissions in the repository that use the role name are automatically updated. However, role names in security files for Domains and OLAP are not updated with the new role name. If you use security files for Domains or OLAP, do not change role names without also verifying the files.

7.

You can do the following in the Users Available and Users Assigned lists:

• Use the search box list at the top of a list to find the available or assigned user.
• To assign a user to a role, select the user in the Users Available list, and then click the right-arrow button to move it to the Users Assigned list.
• To remove a user from a role, select the user in the Users Assigned list, and then click the left arrow to move it back to the Users Available list.

8.

Click Save to accept the changes, or click Cancel to confirm that you want to stop editing without saving any changes.

Deleting a Role

If you have the correct administrator credentials, you can delete the selected role from the Properties pane. You can also use the Delete button on the Roles pane to remove a single role or multiple roles. See Deleting Roles.

To delete a role from the Properties pane

1.

Log in as an administrator for the relevant organization.

2.

On the XRA menu bar, select Manage > Roles.

3.

In the Organizations pane, select the relevant organization to display its Roles pane.

4.

In the Roles pane, select the role.

You must be logged in as a system administrator to delete a role.

5.

Click Delete Role on the Properties pane.