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Add, modify, or delete role teams

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Role teams let you categorize roles so you can view and analyze data that relates to a specific group that interests you. When working with tabs and pages that display role data, you can choose to organize the hierarchy by role team, then choose to view team data, such as total units for the team, or individual unit values for each team member.

Tip: You must have the required security privilege to add, edit, or delete a global role team.
To add a role team
  1. From the Resources action menu in the global navigation bar, choose Manage Role Teams.
The Manage Role Teams page displays a list of all existing role teams.
  1. Click Create a Role Team underneath the list of role teams.
  2. Enter a unique name for the team and choose to make the role team available only to you or to all users,
  3. In the Available Roles list, select the roles you want to add to the team, then click right arrow. You can Ctrl-click to select multiple roles before moving them to the Selected Roles list. To search for a role, click search.
  4. Click Save.
To modify or delete a role team
  1. From the Resources action menu in the global navigation bar, choose Manage Role Teams.
  2. Click the name of the role team that you want to modify or delete.
  3. To delete the team, click Delete Role Team, then click OK to confirm.

To modify the team, you can edit the team name, change the team's availability (All Users vs. Current User), or use the right and left arrows to add or remove team roles. When you are finished editing, click Save.

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