7.3.3.1. Roles List

In the Roles List tab, administrators can create, edit, and delete roles.

*To view or edit the properties for an existing role, double-click on it from the grid.

1. Export All Data to Excel ( ): This button allows administrators to export the grid data to Excel.
   • If selected, an Excel file containing the grid’s contents will be automatically downloaded to the user’s device.
2. Role Title: This is a text field that allows administrators to input the name or title of the role. It is a mandatory field.
3. Role Code: This is a text field that allows administrators to input a unique code or identifier for the role. It is a mandatory field.
   • This code can be used for reference or sorting purposes.
4. Department: This is a single-select dropdown field that retrieves the list of departments within the system. It allows administrators to select the department associated with role. It is a mandatory field.
5. User: This is a single-select dropdown field that retrieves the list of users within the system. It allows administrators to select the primary user associated with the role.
   
   *

   To assign the role to multiple users and/or groups, switch to the Role’s Users and Groups tab.

   • Before switching tabs, ensure the role you are creating has been saved.
   • There are two ways to transfer information between tabs:
     1. In the ‘Roles List’ tab, select the desired role from the grid by double-clicking on it, then click on the ‘Role’s Users and Groups’ tab.
     2. In the ‘Role’s Users and Groups’ tab, select the role using the appropriate dropdown.
6. Active: This is a checkbox that, when selected, allows administrators to mark the role as active.
7. Reset All Fields: This button allows administrators to reset all fields, clearing them of content.**
8. Delete Selected Role: This button allows administrators to delete a selected role from the grid.**
   • Upon clicking this button, a message will appear at the bottom of the page indicating whether the operation was successful.

!Please note that if a role is associated with any form or process in the system, the application will automatically prevent its deletion.

9. Save: This button allows administrators to save the role.**
   • If all mandatory fields have been completed and this button is selected, a confirmation message will appear at the bottom of the page, indicating that the role has been added successfully.
   • If mandatory fields have not all been completed and this button is selected, an error message will appear instead, indicating the fields that still need to be filled out.

** In the Organization Management version of the module, these fields are not available, preventing unauthorized users from creating, editing, or deleting roles.