Managing roles

Using the Security Management dialog, administrators can create new roles, edit existing roles, and delete roles. To access this dialog:

On the Axiom tab, in the Administration group, click Manage > Security > Security Manager.

NOTE: If you are using an Axiom packaged product, you can access this feature from the Admin tab. In the System Management group, click Security > Security Manager.

To work with roles, select Roles in the top left-hand corner of the dialog.

To save changes, click Apply (or OK if you are finished editing security settings).

NOTE: Subsystem administrators cannot view or edit roles. The only action that subsystem administrators can take with roles is to assign users in the subsystem to roles (from the user record).

Creating roles

You can create a new blank role, or you can clone the settings of an existing role. If you clone a role, all of that role's settings are copied to the new role, including assigned users.

To create a role, click one of the following buttons located underneath the role list:

To create a new blank role, click Create role .
To clone an existing role, select that role in the list and then click Clone role .

The new role is added to the list. You can define the security settings for the new role as desired, and you can assign users to the role.

Editing roles

To edit a role, select a role from the Roles list, then make any changes to that role. Changes to role settings are applied to users who are assigned to that role when the changes are saved.

Deleting roles

To delete a role, select a role from the Roles list, then click Delete role . You are prompted to confirm that you want to delete the role.

A role cannot be deleted if users are assigned to it.

TIP: If you have a role that you want to delete and many users are assigned to it, you can delete it using the Open Security in Spreadsheet feature. The users will be automatically updated to remove the role assignment. For more information, see Bulk edit of security.