Roles View

The Roles view allows you to specify the basic details about roles, which provide the menu and customisation behaviors in the solution.


Role Properties

NameDescription
[Key]
[Required]
Name
A unique user friendly name for this role.
DescriptionA user friendly description of the purpose for this role
Role Help URLIf you have created a custom role with specific functionality, you can provide a help url to ensure users can get access to a help guide through how to use the role.
Is SystemIndicates this is one of the two system provided roles - Admin and Standard User.

Commands

A role has the standard set of commands and functions when being viewed from a grid. See our standard grid functionality.

Roles can be exported and imported as packaged xml files to transfer configuration across systems. Again this is available from the grid commands.