Roles

Use this form to view and define roles.

The created role defines the type of operations the user can perform, such as access to certain menu items, tabs within a dialog box, or elements of a view (for example, actual costs). Securable nodes in the role typically align with the menu options but they also can specify if you can edit types of data within a project. For example, a user's primary role provides a means for users within a group to have different rights.

Each user has a primary role that identifies what that user can do. In Cobra, a user's primary role can be overwritten within an object, such as a project, by entering the user's user ID on the Access Control tab and providing an overriding role.

Example: Assume that User X is primarily a CAM, but on one project User X serves as Analyst. For that project, specify that User X has an overriding role of Analyst. Using the overriding role, you can give User X access to change the budget in one project, but on a different project User X has access to the project but cannot change the budget.

In instances where a user is not assigned a primary role, a default role, typically labeled as "DEFAULT," is used to determine the menu options and access rights available to that user.

To access this form, see Display the Roles Form.

Field	Description
Find Role	At the top of the Roles Detail View, enter a partial or complete role description or role ID in the Find Role field to find and select an existing record or set of records that you want to view or edit. You can also click the filter drop-down arrow on the left side of the field to search for all available roles. For more information, see Use the Find Field. On Roles List View, however, this field is read-only. Next to it, the total number of records in the search results displays. To find roles, click at the upper-right corner of the grid.
	Use these arrow icons to scroll through the records in the search results and display a different record to display on Roles Detail View. The numbers indicate which record you are viewing out of the total number of records in the search results. On Roles List View, however, only the total number of records display.
+New Role	Click this button at the upper right of the form to add a role. Enter information for the role on the various tabs on Roles Detail View.
	Click this icon to display the Roles List View. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. For more information, see the Columns on the Roles List View description on this page. You can add, remove, or change the order of the columns in the grid. You can also export the data in the gird as a CSV file and download it. For more information about the common buttons and options and how they function, see Basics .
	Click this icon to switch to Roles Detail View, and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, the detail view is used by default when you open hub forms. For more information, see the Tabs on the Roles Detail View description on this page. You can copy, delete, or export the record to an XLSX file and download it.
Role ID	When you select an existing role to view on the Roles form, the role ID displays at the top of the form below the form header.
Other Actions	Depending on whether you are on Roles List View or Roles Detail View, you can perform actions such as copying, exporting (all or selected) to CSV or XLSX, or deleting roles by accessing this drop-down menu and choosing the appropriate option. For more information, see Other Actions Drop-Down Menu.
	These grid header options allows you to expand to full screen, filter the list, download the data to CSV, and select columns by clicking the corresponding icon. For more information, see Working with Grids and Exporting Data.
Save	This button only displays when you make changes to a record, replacing Other Actions on Roles Detail View . Click it when you are done with changes. On Roles List View, you can select another row, switch to Roles Detail View, or go to another form to save your changes.
Tabs on the Roles Detail View	Use these tabs to set up detailed information for new users on Roles Detail View: GENERAL: Use this tab to create or modify a role profile on this tab. PERMISSIONS: Use this tab to view or manage the permissions for all PPM products installed in your machine. ASSIGNMENTS : Use this tab to view all users and groups assigned with the selected role to a PPM product.
Columns on the Roles List View	Use these columns and options to manage user records in the Roles grid on Roles List View. ROLE ID: This column displays the unique role ID. ROLE DESCRIPTION: This column displays the role description. You can enter descriptive information about the role using up to 60 alphanumeric and special characters, including spaces. MANAGER : This column displays the user ID of the assigned manager for the role. You can either enter or select a manager for the role in the list of all users defined in PPM Administrator. You can click to display a context menu options that allows you to copy or delete a selected row from the grid.