Article Links: Details Tab Overview | Details Section | Role Summary |
DETAILS TAB OVERVIEW
The Details tab allows you to select the Location and the Target of the security role, name the security role and allows you to add a description. It also displays a Role Summary.
DETAILS SECTION
The Details Section is where the Master Administrator will select the location and target and add a name and description.
Location: A Location is a unit within your organization. Saving a security role to a location determines which LMS Administrators can view, modify, or delete the role. The LMS compares the location of the role to the security role target of the Administrator. An Administrator will have access to this security role if the target of their security role meets or exceeds the location the role was saved to.
For example, if the location the group is the Organization level; only administrators with organization level access will be able to view, modify, assign, and unassign this security role.
Target: A Target is a unit within your organization where the security role will be used. Typically, the Location and Target will be the same. By adding a target location, when the the security role is assigned, that administrator will only be able to perform the administrative security role functions for that target.
For example, when a Target is set to Region 1 and assigned; the administrators assigned that role will only be able to perform it's functions for anyone in Region 1 and below.
When would the Location and Target be set with different levels of the organization?
In most cases the Location and Target are the same. For example if the Location is set at the Region 1 level and the Target is the Region 1 level, this means a master administrator with the same security role target of Region 1 will be able to view, modify, assign and unassign this security role.
You would want to set the location different from the target if you did not want the master administrator with the target of Region 1 to be able to view, modify, assign or unassign this security role. This gives the organization Master Administrator ultimate control over their security roles.
For example, a security role location is the Organization and the target is Region 1. This security role can only be viewed, modified, assigned or unassigned by the Master administrators of the organization. Any administrator with a Region 1 target will not have access to this security role. This prevents lower level administrators from editing security roles and changing their permissions.
Name: The name of the role. If you are copying a security role to customize it, be sure to change the name.
Description: Provide the purpose of the role, what the role can or cannot do and who will be assigned this role. This is especially important when creating a custom security role to document why the role was customized and how it is being used.
ROLE SUMMARY
The Role Summary provides a view of the permissions added to this role and what the role is able to view, edit and delete.
Assigned To: Displays the number of users have been assigned this role.
Permissions: Displays all the allowed permissions that have been added to this role. Permissions are turned on and off on the Home Tab, Training Tab, Catalog Tab, and Administration Tab.
The following permissions require that you contact our Support Team to enable:
- Manage User Addresses. When this is enabled, only Master administrators will be able to enter and edit addresses on the user record. All other security roles will see the following message: "On File" when an address has been entered and "No Address Information Entered" if no address has been entered.
View, Edit and Delete: Displays the functions that the administrator has permission to:
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View, Edit & Delete: organization units and functions the administrator can view, edit and delete. |
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View & Edit: organization units and functions the administrator can view and edit. |
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View: organization units and functions the administrator can view only. |