Roles

Select the role to be excluded as follows:

  1. Type in a part of the role name in the autosuggest text box. All roles matching the search criteria are displayed. Alternatively, browse and select the required roles and click OK. The selected roles appear in the Excluded Objects field. You can also upload a CSV file containing a list of the roles to be excluded. To do this, browse for the file to be uploaded and then click Import. The roles will appear as excluded objects on the Bulk Exclusions page.
  2. Select the date on which this exclusion should expire or leave as Never Expires. To modify the expiry date, click Never Expires and select a date from the calendar and click OK. The expiry date can be modified at any time before excluding the object.
  3. To apply the same expiry date to all the objects in the grid to be excluded, select the check box Apply to all.
    Note: If you apply filters to further scope down the objects in the grid and select the check box Apply to all, the selected expiry date will be applied to all the objects that were displayed in the grid before the filters were applied.
  4. If the role is already excluded from the rule books selected, select Append to existing exclusions. so that the newly excluded role is appended to the list of previously excluded objects. Select Overwrite existing exclusions to overwrite previous exclusions with the newly excluded role.
  5. Click Exclude.