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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.

• 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.

How Do I?

Create a Role

Edit or Delete a Role

Open the Roles List View

• On the Navigation Bar, click Administration, and then click Roles.

Open the Role Detail View

• Click the role's name to open the Role Detail view.

Use the Lookup to search for role records

View a Group

Use common tasks

On the Task Pane, under Common Tasks, you can:

• Add to Group
• Remove from Group
• Save Records as a Group
• Export to File

Related Topics

What are Roles and Secured Actions?

Assigning Users to the Standard User Role