Manage Role(s)

View

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

To view the listing page of the Roles, perform the following steps. 

1. Navigate to Platform Studio > Roles.
   
   
2. Enter the Domain and Sub Domain. The page displays the list of Roles configured for the chosen Domain and Sub Domain.Figure: View Roles

You can view the list of Roles using the following options:

• Export
• Filters
• Search

Export 

If the user wants to download the data on an Excel file, click Export to Excel to export it to an Excel file. 

To export the list items to Excel, perform the following steps:

1.  Navigate to Platform Studio > Roles.
   
   
2.  Click Export icon . Export to Excel will be displayed.
   
   
3. Click Export to Excel. The options such as export current, or all pages are displayed.Figure:Roles list page
   
   
4.  Select either Export Current Page or Export All.

Filters 

The Filter option present in the Roles allows the restriction based on specific criteria. 

To add a new Filter, perform the following steps:

1. Navigate to Platform Studio > Roles. Figure: Filter icon
   
   
2. Select View. A list of views and an option to add a new view is displayed. Figure: Add Filter
   
   
3. You can click Add Filter and create a new filter for the Roles.  Figure: Filter window
   
   
4. Select the filter value and click Apply.Figure: Filter window
   
   The screen is displayed as shown below.
   Figure: View
    
   The table below lists the details of icons available under the View Tab.

   Icon	Description
   	Indicates Filter icon, if a number is pinned to the icon, it means the count of filters is applied.
   	Indicates Pencil icon, that allows to edit the Filter on View list.
   	Indicates the Delete icon, which deletes the view. Upon deleting the following pop-up message is displayed. Click Delete. Figure: Delete View

Search 

The Search option helps to easily search configured Roles from the list page. 

Figure: Search icon

Edit Role(s)

The Edit option in the Roles is used to amend the configured Roles.

To Edit the Roles, perform the following steps. 

1. Navigate to Platform Studio > User Roles.
   
   
2. Click the ID to open the Edit menu.Figure: Edit Roles
   
   
3. Any alterations to the Roles can be made and updated.
   
   
4. Check the Column values to display on the grid view and click Save to save the configurations.Figure: Show Columns
   
   The table provides a detailed view of the list page of the Roles. For more information refer to the field description table below.
   Field Description
   

   Field	Description
   Id	This is the unique Id given to the created Roles.
   Role Name	A specific name is provided for the Roles.
   Description	A brief description of the Roles is provided.
   Sort Order	Specify the order for sorting (ascending or descending manner).
   Role Type	Type of Role.
   Last Updated By	It is the Last date of modification.
   Active	This toggle button clearly states if the Role is active.