Roles screen

Add Role

Opens this Screen:

Add Role > Basic Role Information screen

Function of this Screen:

Specifies the basic information of a role.

Edit Role

Opens this Screen:

Edit Role > Basic Information tab

Function of this Screen:

Changes the basic information for a role.

To Open this Field:

1. Select your role, and click Expand .

Import

Opens this Screen:

Import Roles screen

Function of this Screen:

Adds roles specified in an XML file.

Export

Opens this Screen:

Export Roles screen

Function of this Screen:

Exports an XML file with the selected roles.

Remove Role

Function:

Removes the selected roles from the AgilePoint system.

To Open this Field:

1. Select your role, and click Expand .

Search

Function:

Does a search based on the role name.

Role Name

Function:

Shows the name of a role.

Accepted Values:

Read only.

Description

Function:

Shows the description of the role.

Accepted Values:

Read only.

Created By

Function:

Shows the user who made the role.

Accepted Values:

Read only.

Created Date

Function:

Shows the date and time the role was made.

Accepted Values:

Read only.

Last Modified By

Function:

Shows the last user who changed the role.

Accepted Values:

Read only.

Last Modified Date

Function:

Shows the date and time of the last change made to the role.

Accepted Values:

Read only.

Members Edit

Opens this Screen:

Edit Role > Members tab

Function of this Screen:

Manages the members of a role.

To Open this Field:

1. Select your role, and click Expand .

Example:

Refer to:

• (Example) Use Anonymous Authentication in a Form-Based App
• (Example) Use Anonymous Authentication in a Process-Based App
• (Example) Add System Administrators

Access Rights Edit

Opens this Screen:

Edit Role > Access Rights > Access Control tab

Function of this Screen:

Changes a role's access rights related to users, groups, and roles.

To Open this Field:

1. Select your role, and click Expand .