The Role List screen displays a list of the system user roles and any custom user roles that have been defined for your organization. You can also view the role details, create new roles, and see a list of the users assigned to each role.
To view the Role List screen:
Select Administration > Role Setup.
Column |
Description |
|---|---|
Name |
The name that identifies the role. If the role name is a link, you can click the link to view the role settings. For custom roles, you can click the link to modify or delete the role. |
Action |
A link that lets you create a new custom role, using the corresponding role as a template. Only custom roles and certain system roles (Card Holder, Manager, and Program Administrator) can be used as templates. |
Role ID |
The name of the role. |
Role Description |
A brief description of the role, which provides additional information about the purpose or functionality of the role. |
Role Type |
(For custom roles only) The name of the system role on which the role is based. |
Modifiable |
A Yes/No field that indicates whether or not the role can be modified. Only custom roles can be modified. |
Count |
The number of users to whom the role is currently assigned. |
View Employees |
A link that lets you view a list of the users currently assigned to each role. Click Employee List to display a list of these users. If the Count column shows a total of 0, the link does not appear in this column. |