Role Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information fields, tabs, and a user-defined middle section.

Note: The system administrator and users with the appropriate role can access these features.

To open the Role Detail view:

On the navigation bar, click Administration and then click Roles to open the Roles list view.
Click a role in the list, or use the lookup to locate a role.
The role information opens in the detail view.

On this page you can:

Create a role
Use the lookup to search for records
Open a group
Click (List View), to switch to the List view.

The Task Pane contains the Common Tasks section. In this section, you can:

The Task Pane contains the Role Tasks section. In this section, you can:

Promote

Additional tabs are available if the implementation includes a Back Office Extension.

Information Fields

The role fields contain the primary information about the role.

Detail View Tabs

Each tab shows specific information related to the role. Click a link to see more information about each tab:


Users
Actions

Additional tabs may be available if your implementation includes a Back Office Extension:


ERP Details

User Defined Section

You can drag and drop tabs into the user defined middle section. The tab is displayed until moved back to the lower section.