Administration › Security and Role Management › Role Management › Role List › Create a Role › Role Tabs

Role Tabs

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

The following tabs are available on the Role Detail and Update Role pages:

Authorization

Allows you to define the authorization level assigned to the role.

Function Access

Allows you to define the role's access to each functional area.

Web Interface

Allows you to customize the web interface for the role by defining the web pages and online help content the users can access.

Knowledge Management

Allows you to specify the Knowledge Management privileges for the role

KT Document Visibility

Allows you to specify which document statuses the role is allowed to view (for example, draft, retired, and published).

Tabs

Allows you to define the tabs that appear when a user assigned to this role is logged in.

Report Web Forms

Allows you to define the report web forms that are available to this role.

Go Resources

Allows you to specify which record types appear in the Go drop-down list for the role.

More information:

Define Role Authorization

Edit Functional Access Areas for a Role

Define the Web Interface

Define Knowledge Management Privileges

Define Knowledge Document Visibility

Assign Tabs

Assign Report Web Forms

Assign Go Resources