Administration › Security and Role Management › Role Management › Role List › Search Roles

Search Roles

You can enter search criteria to filter the Role List to display only the roles you want to see. You can also search for individual roles that you want to view or edit.

Note: If multi-tenancy is installed, the list page displays Tenant and Public Data settings in the search filter. Public Data can be Excluded or Included with Tenant data; Only searches for public objects exclusively. On detail pages, select the appropriate tenant from the list. If you select <empty>, the object is public.

To search for a role

1. Select Security and Role Management, Role Management, Role List on the Administration tab.

   The Role List page appears.

2. Click Show Filter.

   The available search fields appear at the top of the list page.

3. Complete one or more of the following fields:

   Role Name

   The name that identifies the role.

   Interface Type

   The kind of Web Interface that used to present the product features. Most of the predefined roles use the Analyst interface. The Customer and Employee roles are assigned a restricted interface type because they are not allowed access to analyst, management, and administrative functionality.

   Record Status

   Indicates whether the role is Active or Inactive.

   Description

   A description of the function of the role. This description can assist in assigning users to roles and defining functional access for the role.

   Note: You can click the More icon to display the Additional Search Arguments field. This field is intended only for expert users who understand SQL and Majic and can use it to specify search arguments that are not available in the standard search filter fields. You can enter a SQL WHERE clause in this field to specify an additional search argument.

4. Click Search.

   The Role List page displays the roles that match your search criteria. You can select a role to view or edit.