Administration › Security and Role Management › Role Management › Role List › Create a Role › Role Tabs › Define the Web Interface

Define the Web Interface

You can customize the web interface for the role. This allows you to specify which web pages and online help content the users can access.

To define a role's web interface

1. Select the Web Interface tab on the Role Detail page.

   The Web Interface fields appear.

2. Click Edit.

   The Update Role page appears.

3. Complete the following fields as appropriate:

   Web User 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.

   Web Initial Form

   The initial web form that appears for this role.

   Important! This must be set to menu_frames_role.htmpl in order for role-based functionality to be active. Changing the name of this form to anything else negates the role-based functionality.

   Help View

   The name of the help set that appears for this role. Enter the name of the help set directly or click the search icon to select the help set from a list.

   Note: The list of available help sets is based on the web user interface type selected in the role. Only active help sets belonging to that interface type are available for selection. If you do not select the web user interface type before selecting the help view, no help sets are available for selection.

4. Click Save.

   Your updates to the web interface for this role are saved.