Actions tab

Use the Actions tab in the Role detail view to manage the secured actions assigned to a role. A role determines what functionality a user can access in the Web Client. Adding secured actions to a role determines what functionality the role have access. Adding users to the role determines who gets the access.

Elements are secured in the Application Architect by assigning an action to them, or applying security. Once a secured action is applied, users can access the element only if the user is assigned a role that includes the secured action. For example, select Entities or Account or Save as the Applied Security property value for the Save action on the Account main view. When that option loads at runtime, the display value changes based on whether the current user has permission to perform the action.

See the Understanding Secured Actions topic in the Application Architect Help for more information.

Adding or removing a secured action from a role using this tab also adds or removes the secured action from the Roles tab in the Secured Action detail view. See Working with the Roles tab

To add a secured action to a role:

• Access the Role detail view.
• Click the Actions tab.
• Click Add Action.
• Use the Lookup option to find and select any actions you require to add to the role.
• Click Add Selected.

To remove a secured action from a role:

• Access the Role detail view.
• Click the Actions tab.
• Select the record you require to remove and click Remove.
• Click Yes.