Administration › Security and Role Management › Role Management › Role List › Create a Role › Role Tabs › Assign Go Resources

Assign Go Resources

Users can search for items in by a number, name, or ID. In the upper right-hand corner of the main window, there is a drop down list containing the searchable record types. These searchable record types are referred to as "go" resources. You can define the "go" resources available for each role.

To assign go resources to a role

1. Select the Go Resources tab on the Role Detail page.

   The Go Resources List page appears.

2. Click Update Go Resources.

   The Web Form Search page appears.

3. Enter the search criteria to display the desired resources and click Search.

   The Go Resources Assigned Update page appears, listing the resources that match your search criteria.

4. From the list on the left, choose the resources you want to be available for this role. To choose multiple items, hold down the CTRL key while clicking the left mouse button.
5. When you have selected all the resources you want, click .

   The selected resources move to the Go Resources Assigned list on the right.

6. Click OK.

   The Role Detail page displays the selected resources listed on the Go Resources tab.

7. Choose the resource you want to be the default for this role, and click Set Default.
8. Click Save.

   The available Go Resource list and default setting are saved.

To change a go resource's relationship to a menu bar

1. Select the Go Resources tab on the Role Detail page.

   The Go Resources List page appears.

2. Click the Menu Bar link for the go resource.

   The Go Resource Relationship Update page appears.

3. Click the Menu Bar link.

   The Menu Bar Search page appears.

4. (Optional) Complete the filter fields to list only the menu bars of interest.

   See Menu Bar Search Fields for field descriptions.

5. Click Search.

   The Menu Bar List page displays the menu bars that match your search criteria.

6. Select the desired menu bar.

   Your selection appears in the Menu Bar field on the Go Resource Relationship Update page.

7. Click Save.

   The Go Resources tab of the Role Detail page displays your update.