Role - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Overview

This page defines the forms and objects to which the role will have access and the level of security attached to each form/object.

Roles are like job descriptions, such as:
  • Formulator
  • Technician
  • Tester
  • Supervisor

Each role can have different levels of security access to both forms and objects.

For example, the Formulator role may have access privileges to Item and Formula objects, but not to Test objects. Conversely, a Tester may have access privileges to only Test objects.

In addition, the level of security access per object can vary. For example, a Formulator may have read/copy/write privileges to a Formula object, but may have only read/copy privileges to an Item object.

Main tab

Use this tab to specify general properties for the role.
Master User

Select this check box to assign the role to the system super user. Super users have special privileges, such as saving grid layouts.

Form Template

Controls the display of the role in the Configure Templates form. By default, this check box is selected.

To hide the role from the Configure Templates form, clear this check box.

If a template has already been saved for the role, then you must delete the template in Configure Templates first. Then, you can clear the Form Template check box.

Form Security tab

Use this tab to define the level of security access the role will have to forms and dialogs in Optiva.

When you change the Form Security for a role, those changes are effective immediately after you save them. The users associated with that role see those changes as soon as they re-open the browser and log into Optiva.

Form Name

Select the forms (pages) and dialogs to which the role will have access.

This column can be used to designate the forms to which the role will have no access, too.

Security Level

Select the level of security access you want the role to have to the corresponding Form Name.

The choices are:
  • No access
  • Read
  • Read/copy
  • Reserved for future use
  • Read/copy/write
  • Read/copy/write/delete

Object Security tab

Use this tab to define the level of security access the role will have to objects in Optiva.

Object Name

Select the objects to which the role will have access.

This column can be used to designate the objects to which the role will have no access, too.

Security Level

Select the level of security access you want the role to have to the corresponding Object Name.

The choices are:

  • No access
  • Read
  • Read/copy
  • Reserved for future use
  • Read/copy/write
  • Read/copy/write/delete