Edit a Security Role

Existing security roles may be updated or changed at any time without having to create new security roles to replace them.

PREREQUISITES:

  • The Security Roles security function and its associated sub-functions must be selected for the security role you belong to.
  1. From the home page, click PLL and click Security Roles.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Security Roles panel, click the desired role. The Details, Permissions, Public Access, and Assigned Users panels will display for the selected role.

  1. To limit the security role's access to specified cases or tasks, make selections in the Case Users May Apply For and Tasks Users May Complete drop-down menus, then click Verify.
  2. Assign or remove permissions for the security role by selecting or clearing the check boxes next to the applicable security functions in the Permissions panel. Changes are saved automatically within this panel. A confirmation message displays at the bottom of the screen after each change is made.

  1. Assign or remove users as needed in the Assigned Users panel. See Add a User to a Security Role for more information.

For information on specific security functions, see Security Functions.

IMPORTANT: In order to use Public Access, a Public Access Role must be defined. This can be any role within the database and will be the role the Public Access user has access to.

  1. In the Public Access panel, open the Public Access Role section.
  1. Turn on the Public Access Role switch to give the security role the public access role property; turn the switch off to remove the Public Access Role property.
  2. If desired, enter a short description in the Tooltip field.

The custom text in the Tooltip field will appear when a user hovers over the title of the user role with their cursor in the Public Access interface.

  1. On the Public Access panel, open the Home Page Setup section and edit the Display Text field for each menu item, as desired.
  2. Select the check boxes in the Registered column to designate which items will be visible to users who have logged in with a verified user ID and password.

Clearing a check box for an item in the Registered column will remove visibility of that item on the Public Access home page from users who are assigned the security role that is being edited.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.