Assign Role
Assign Role includes template name, roles. Professional Services Team will assign roles to the created report template.
To view Assign Role:
On the PW Admin menu click See All.
Under Report Wizard, click Assign Role.
The Assign Role page appears.
The Assign Roles details displayed are:
Assign Role details
Field |
Description |
SI.no. |
Displays the serial number |
Template Name |
Displays the name of the template |
Role |
Displays the role of the template |
To change the number of assign role being displayed, on the Assign Role page, click the Show drop-down box and select the number of assign role to be displayed.
Click Assign Role to assign the roles to the template created.
The Assign Role dialog box appears.
In the Template Name drop down box, select the template name.
In the Roles drop down box, select the role.
Click Save.
The assign role will be saved.
Note
1: To exit
the dialog box without saving, click Cancel.
Note 2: To
include a template name, select the check box.
Note 3 : To exclude
a particular template name, select the check box.
If you want to delete details of an existing assign role, select the check box corresponding to the template name, click Delete.
The Delete Role dialog box appears
Click Yes to delete the selected records or else click No.
Click Next to move to the next page.
Click Previous to return back to the page.
Click Last to view the last page.
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