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. See What are Roles and Secured Actions?

To view the Roles list view, on the Navigation Bar, click Administration and click Roles.

On this page you can:

Create a role. See Creating a role
Modify or delete a role. See Modifying or deleting a role
Click a role's name to access the Role detail view. See Role detail view
Work with records in a grid. See Working with Grids in list views and tabs
Filter my list. See Using Task Pane filters
Use the Lookup option to search for role records. See Using lookup

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

Add to Group. See Adding Ad Hoc group records
Remove from Group. See Removing Ad hoc records
Save Records as a Group. See Adding an Ad Hoc group
Export. See Exporting records to a file

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

Promote custom roles to Infor Ming.le. See Promoting custom roles to Infor OS Portal (Ming.le)