Modifying role information

Use this page to review the role details and select the modules for the role.

  1. Select Setup > Master Data > Security > Define Roles.
  2. Click New or Edit. The Role detail page is displayed.
  3. Review the Role Information and the Module Information sections.
    Note:  The Template Information section is displayed only when creating a new role.
  4. Select the Implemented check box corresponding to the Category that must be added to the role.
  5. Click Edit corresponding to the Category, to modify the modules that must be assigned to the role. The Role Information page is displayed.
  6. Review this information:
    Name
    The name of the role.
    Module Category
    The name of the category (menu). The modules related to the category are displayed.
  7. Select the modules or options from the Available Modules list to the Selected Modules list, and vice versa.
  8. Click Submit. The Role detail page is displayed.