Using the Roles List View
The Roles List view displays roles in a grid. The grid provides information about each role, such as the role name and description
These options related to the grid are available:
- To sort the grid by a particular field, click one of the column headings.
- To display all roles of a particular type, click a tab in the grid.
- To only display roles that meet specific criteria, configure filters.
Note: The system administrator
and users with the appropriate
role can access these features.
To view the Roles List view, on the Navigation Bar, click and then click .
On this page you can:
- Create a role
- Edit or delete a role
- Click a role's name to open the Role Detail view.
- Work with records in a grid
- Filter my list
- Use the Lookup to search for role records
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: