How to... Use these procedures to access and manage the Roles form. Related Topics:Display the Roles Form Use this procedure to display the Roles form. Display the Roles General Tab Use this procedure to display the Roles General tab. Display the Roles Permissions Tab Use this procedure to display the Roles Permissions tab. Display the Roles Assignments Tab Use this procedure to display the Roles Assignments tab. Add a Role Use this procedure to add a role. Copy a Role Use this procedure to copy an existing role. Delete a Role Use this procedure to delete a role. Define Permissions for a Role This procedure allows you to secure items in PPM Administrator. View Objects Assigned to a Role Use this procedure to view where the role has been assigned to an object within the products. Exporting Roles PPM Administrator allows you to export all of the information for a single role record from the Roles Detail View. Each tab in the detail view corresponds to a tab in the exported XLSX file. Parent Topic: Roles HomePPM Administrator Help SystemSecurityRolesHow to...
How to... Use these procedures to access and manage the Roles form. Related Topics:Display the Roles Form Use this procedure to display the Roles form. Display the Roles General Tab Use this procedure to display the Roles General tab. Display the Roles Permissions Tab Use this procedure to display the Roles Permissions tab. Display the Roles Assignments Tab Use this procedure to display the Roles Assignments tab. Add a Role Use this procedure to add a role. Copy a Role Use this procedure to copy an existing role. Delete a Role Use this procedure to delete a role. Define Permissions for a Role This procedure allows you to secure items in PPM Administrator. View Objects Assigned to a Role Use this procedure to view where the role has been assigned to an object within the products. Exporting Roles PPM Administrator allows you to export all of the information for a single role record from the Roles Detail View. Each tab in the detail view corresponds to a tab in the exported XLSX file. Parent Topic: Roles HomePPM Administrator Help SystemSecurityRolesHow to...