Edit Role

The Edit Role window lets Portal Administrators create and make changes to roles.

This topic discusses:

New Role
Role Members
Capabilities
User Properties

New Role

Type the name of the new role or make changes to the name of an existing role.

Role Members

Perform one of the following:

Click Add to launch the Select Role Members dialog box, which lets you select one or more portal groups or users to add to the role.
To remove one or more portal groups or users from the role, select the portal groups or users, then click Remove.

Capabilities

Setting	Description
Export User Details Report	Select the check box to grant the role the capability to export user level data from reports. User level data is exported into an .xls file that can be used with Microsoft Excel. By default, this check box is cleared. Not all reports allow exporting of user level data.
Select All/Top/Bottom Options	Select the check box to grant the role the capability to use the All/Top/Bottom display options. The reports that include these display options are: Summary Metrics - Pages, Community Metrics - Traffic, Community Metrics - Response Time, Portlet Metrics - Usage, Portlet Metrics - Views, Portlet Metrics - Response Time, Other Metrics - Documents, Other Metrics - Projects, Other Metrics - Content Items. When a role is not granted the capability to select All/Top/Bottom options, the role must choose one community or project; the option that is available depends on the report. By default, this check box is cleared.
View Portal Document Related Data	Select the check box to grant the role the capability to view the Other Metrics - Documents report, as well as view document details in the Other Metrics - Search report. By default, this check box is cleared.

User Properties

Check or clear the boxes next to the portal user properties that you want to be available or unavailable in the User Property drop-down list, which appears in the Grouping By and Filter By areas of each report. You can click Select All and Clear All to save time.

Note: For new Analytics installations, you must run the User Property Sync Job before assigning user properties to any roles. The User Property Sync Job exists in the Analytics Jobs subfolder within the Analytics subfolder of the Admin Objects directory.