The Roles function on the Object Definitions tab of the Admin Page is available for Portal Administrators to define and manage Key Personnel Roles on the Contract.  These Roles are used at the Contract and Task level and are a means of communicating responsible parties.  Administrators can add new Roles, edit existing Roles and delete Roles.


Availability

Users with any of the following Permissions may manage Roles:


Navigation

Global Navigation Bar > Admin > Object Definitions > Roles


What is a Role?

Roles give the ability to provide an additional level of Help information to iSite users for a contract.  These documents may be of any file type and contain any information that is desired to be conveyed to iSite users.  For instance, a Help Document may be created that may contain supporting lookups or formulas for the Task Estimating function within iSite.  Or, a Help Document might be created to document each step within a Task Order Request Workflow.  


Role Maintenance Functions

The following functions are available when performing Role Maintenance


 


The Roles List

The Roles list displays the Contract and Task Roles that are configured and assigned to the iSite License.  The list will display the following information:


Role Properties 


  • Role Name 
    • This will be the name that shows in iSite Workflows, Tasks , Pages, and Reports. 
  • Description
    • The description will show as a hover over on some iSite pages or Reports.
  • Role Type
  • Assignment Type - (restricts the type of assignment that can be made within Workflows/Tasks)
    • Users
    • Security Group 
  • Limit Assignments To 
    • All Security Groups
    • Selected Security Groups
  • Sort Group
    • Controls the sorting of Roles in Lists, Workflows, and Some Reports.
  • Create Related Security Group?


  • View Audience
  • Edit Audience



How to Use the Roles List

  1. Click on the Role Name in the list whose information you would like to edit.


How to Add / Edit Roles

  1. Click the Add New Role or desired Role button.
  2. In the Properties section, fill in the specified properties.
  3. Click the Create/Update Role button to create the new record or click the Cancel button to abort the creation process.


Deleting Roles

Deleting a Role is a permanent change and cannot be reversed.  Proceed with caution.


How to Delete a Role

  1. In the Roles List, select the record to be deleted by clicking the Role Name.
  2. In the Role Maintenance page, click the Delete this Role... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


The selected Role will be permanently deleted from iSite.



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