Role detail view

Use the Role detail view to add, view, or modify 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 access the Role detail view:

  1. Click Administration and click Roles on the Navigation Bar to access the Roles list view. See Using the Roles List View
  2. You can click a role in the list, or use the Lookup to locate a role. The role information is displayed in the detail view.

On this page, you can:

  • Create a role. See Creating a role
  • Use the Lookup to search for records.
  • Access a Group. See What are Groups?
  • Click List View to switch to the list view.

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

  • Add to Group.
  • Remove from Group.

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

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

Information fields

The role fields contain the primary information about the role. See Role fields

Detail View tabs

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

Users
Actions

Additional tabs are 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. See Dragging and Dropping

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