We are here to help!

Viewing and Editing a Role

Who is this applicable to?
 Security Administrator

The Customer Portal allows the Security Administrator to view and manage all roles that have been created in the system. You can view the roles by navigating to User Management > Users > Roles from the main menu on the left.

In the Roles tab that opens, you can search for the required role. You can also choose to use the Basic or Advanced search options provided to you.

The Odessa system allows you to perform two types of searches across the application – Basic and Advanced.

Basic search

You can choose to search for an entity based on basic search parameters such as Name, Id and so on. For this, select the search criteria from the dropdown and enter the search keyword.

Advanced Search

Clicking the Advanced option opens the Advanced Search window that allows you use a combination of search parameters to narrow down your search for a specific entity. Here, you use a variety of syntaxes and queries to perform specific searches.

Select the required role and click  This opens the Role tab as shown below.

Here, you can perform the following actions:

  • Edit the role details
  • Change default permissions for the role
  • Inactivate a role

Click on the bottom to save any changes made to the role.

Editing the role details

The Role section allows you to edit the Role Name, Description and Validation Override level of the role as required by you.

Changing default permissions for the role

In case you need to change the Default Permission of the role, you can do so by selecting the appropriate permission from the dropdown.

Inactivating a role

NOTE

  1. On inactivating a role, the user accounts associated to it will also get inactivated.
  2. Once you inactivate a role, you cannot activate the same role again.

In the Role section, you can choose to inactivate a role by clearing the Active checkbox.

Viewing users associated with the role

In the User section, you can view the users associated with role.

Table of Contents