Searching for Roles in the Administration Module

Search for a role to manage the general information and permission sets associated with that role.

To search for a role:

  1. In Order Management Administration: Security > Roles.
  2. From the Security Role Management page, review the information about your roles, if present.
  3. To find a role, use the search form at the top of the page. Search by Name or ID number by selecting the desired criterion from the list and entering a search term in the text field.
  4. Select Search. Any roles matching the search term appear in a list with their ID, Name, and Description. To open the role details window for a role, select its ID link. You can edit the general information and permission sets in this window.
  5. Select Back to Search to return to the search results.