View Roles

The View Roles screen allows you to view the predefined roles, and the roles created by your company administrator. The first-time user will only see the predefined roles and they are employee, manager, and administrator roles.

Note: You should have roles permissions to allow access, add, edit, and delete. Refer to permission for more details.

Click Roles below Setup.

The View Roles screen will display "Employee", "Manager", and "Administrator" roles by default. Any roles created later on will also get displayed.

The Created By and Updated By columns for the "Employee", "Manager", and "Administrator" roles will not show any information.

The View Role screen also provides a provision to add, edit, delete, and duplicate a role.

New - The New button on the View Role screen allows you to add a new role. Click New to add a new role. Refer to Add Roles topic

Edit - To edit a role, click on the role name. It is a link that will navigate to the View/Edit Role screen. Refer to the Edit Role topic for more details.

Note: You cannot edit employee, manager, and administrator roles.

Delete - The Delete button allows you to delete one or multiple roles. To delete a role:

Select a Role by checking on the checkbox.

Note: You cannot delete employee, manager, and administrator roles.

Click Delete.

Click Delete again on the confirmation message. Click Cancel to cancel the deletion.

A message appears on deletion.

Duplicate - The Duplicate button allows you to duplicate a role.

The Duplicate button will be disabled initially.
To enable the Duplicate button, select a role by checking on the checkbox.

Note: You can duplicate employee, manager, and administrator roles.

Click Duplicate, and it will navigate to the View/Edit Role screen.
When duplicating a role, the role field will have the prefix "Copy of" along with the duplicated role name.

Fill in all the role details, apply restrictions, and select permissions. Refer to the New Role/Edit Role topic for more details.
Click Save. Click Cancel to access the View Roles screen.

Filter

Each column on the view screen has a sorting and a search option. You will see a search text box in each column where you can type and search. In some cases, the column will only have a sorting option. The search box in each column in an application provides users with a more precise and granular way of filtering data, making it easier to navigate and find the information they need. Enter the text/value that you want to search. You can also enter multiple search terms across different columns. The application will apply all search criteria to filter the data, showing the rows (on the top) that match all the selected criteria.

This approach enables you to filter data based on multiple criteria simultaneously, making it easier to find the specific information you are looking for.

You can use the filter funnel icon to select - Starts with, Is equal to, Is not equal to, Contains, Does not contain, and Ends with.

Filter/Sorting Applied

This feature is an indicator in the application to show you that sorting or a filter/set of filters has been applied to a list. This indicator can help users keep track of the filters that are currently in use and understand which items are being displayed because of those filters.