Security Role Listing

When you use the search form at the top of the Security Manager page, active security Roles matching the search criteria appear in a list with information as described in the following table.

Fields and Buttons

Description

ID

If you click the ID link for a Role, the details for that role appear. See Security Role Details.

Name

The name of the Role, such as Public, Store, or Administrator

Description

A brief description of the Role.

Security Role Details

When you click the Role ID link in the Security Role Listing, the Security Role XXXX - XXXX page appears, where XXXX - XXXX refers to the Role ID – Role Name. You can modify the general information for a custom Role on the Security Roles Detail page, as well as edit the permissions for that Role on the Edit Permission Sets page.

Note: The general information for Default roles can't be changed; only the permission set for the Role might be changed.

The following table describes the fields and buttons on the Security Role XXXXXXXX Details page.

Section Fields and Buttons Description

General Information

ID #

Displays [New] in the ID field indicating that the Role ID number is automatically generated by the system.

 

Name/Label

(Required field) The name or a label to assign to the Role. For example, Public.

 

Short Label

(Required field). A short label to assign to the Role. For example, Public.

 

Description

A description for the Role. For example, Public role with the lowest level privilege. (Optional field)

 

Edit button with Pencil icon (???)

Opens the Edit General Info page where custom Roles can be changed. Note that the general information for the default Roles are unavailable and can't be changed.

 

Save button

Save the information for the new Role. The Name/Label and Short Label fields are required and are indicated with a red asterisk (*).

 

Cancel button

Closes the Security Role Manager.

Permission Sets

ID

Shows the ID number for the Role.

 

Group

Permission groups are for organization and include Common, Customer Service Center, and Fulfillment Center.

 

Name

The name of the Role with a description of the permissions that the role has access.

 

Edit

Click Edit to edit the permission information on the Edit Permission Sets page.

 

Role checkbox

Check or uncheck the permission set for the Role.

 

Filter

Filters the list of permissions that appear/ Enter an ID number or a permission group in the Filter field.

For example, filtering on “login” removes permissions that don't contain the word login.

 

Copy From drop-down

A drop-down list where you can copy the permission set from an existing role into this Role.

 

Copy button

When an existing Role is selected in the Copy Form drop-down list, click Copy to automatically check the boxes that correspond to the permission sets assigned to the selected Role.

Note: Manually uncheck any permission that should be removed from this Role.
 

Save button

Saves the changed permission settings. The new Role is created with the selected permissions.

 

Cancel button

Closes the Security Role Manager.

 

<<Back to Search button

Returns to the Security Roles Listing.

Security Role Details - [New Security Role]

When you click New Security Role at the top of the Roles Manager page, the Security Roles detail page appears, to enter general role information for a new custom role.

The following table describes the fields and buttons on the Security Role Details – [New Security Role] page.

Fields and Buttons Description

ID #

Displays [New} in the ID field indicating that the Role ID number is automatically generated by the system.

Name/Label

(Required) The name or a label for the new Role.

Short Label

(Required). A short label for the new Role.

Description

A description for the new Role.

Cancel button

There are two Cancel buttons on this page. Either Cancel button returns to the Security Role Manager page without creating a new Role.

Save button

Save the information for the new Role. The Name/Label and Short Label fields are required and are indicated with a red asterisk (*).

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