Manage Role Template

Efficiently manage multiple Role Templates with flexible Edit, View, and Filter options. 

View

The View option in the Role Template displays the list of users configured for the specific Domain and Sub Domain. 

To view the listing page of the Role Template, perform the following steps. 

1.  Navigate to Platform Studio > User Access Management > Role Template. The page displays the list of roles configured for the chosen Domain and Sub Domain.
   Figure: View Role Template

Grid 

The grid provides a detailed view of the list page of the Role Template. For more information refer to the field description table below. 

Field	Description
Id	This is the unique Id given to the created Role Template.
Role Name	A specific name is provided for the Role Template.
Description	A brief description of the Role Template is provided.
No of Screens	Specify the order for sort by ascending or descending manner. Note:  The number of screens configured can be viewed in the figure displayed below.
Default	This toggle button clearly states if the Role Template is set to default.
Last Updated By	Last user for modification.
Last Updated Time	Last date and time of modification.
Active	This toggle button clearly states if the Role Template is active.
	The export to excel functionality allows the list page data to be exported to Excel. There is an option to export the current page or export all.

Figure: No of screens configured

Figure: Domain selection

Filter 

The Filter option present in the Role Template allows the restriction of content based on specific criteria.

Figure: Filter icon

• Click the Filter icon to view the following filter options. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
  
  Figure: Filter option
  
  
• Select the option to compare the data based on the conditions. Available options are as follows:
• • Starts With
  • Contains
  • Not contains
  • Ends with
  • Equals
  • Not equals
  • Less than
  • Less than or equal to
  • Greater than
  • Greater than or equal to
  • Date is 
  • Date is not
  • Date is before
  • Date is after
  • Active
  • Not Active
    Note

    The following filter options are available for numeric column values:

    • Less than
    • Less than or equal to
    • Greater than
    • Greater than or equal to

    The following filter options are available for date column values:

    • Date is 
    • Date is not
    • Date is before
    • Date is after

    The following filter options are available for toggle switch Active:

    • Active
    • Not Active 

      
      

• You can click Clear to clear the configured filter and click Apply to set the filter condition.
  You can change which columns will appear on the Impact ID list page in which order by clicking icon. The following window is displayed. 
  
  

  Figure: Add column

Add or remove the columns to be displayed on the list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot)

Figure: Add columns

Click Save to save the new view of columns on the list page. Click Cancel to revert all the changes made and close the pop-up. Click Clear All to remove all the applied column view settings.

Search

The Search option in Role Template helps to easily search configured roles from the list page. 

Figure: Search icon

Edit

The Edit option in the Role Template is used to amend the configured Role Template.

To Edit the Roles, perform the following steps. 

1. Navigate to Platform Studio > User Access Management > Role Template.
2. Click the ID to open the Edit menu.
   Figure: Edit Role Template
   
   
3. Any alterations to the Role Template can be made and updated.