What can you do on this screen?
On the Roles screen, you can create and manage the roles that give users their primary privileges in LEAD. A user is assigned a role on the User screen. Initiatives have their own privileges that you can set for each user.
Figure 366: Admin > Roles
For each role, you can:
•Add a 
role to the existing list by clicking on + New.
•Select a role and then:
oView 
the role information.
oEdit 
the role information.
oSelect Show History 
to review the changes made to the role, including the user name and date/time of saved changes, and revert to an earlier saved revision.
oDelete 
the role. Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.
Note on Customizer: The Customizer role that you can assign on the Users screen is a LEAD system role, which cannot be edited. Likewise, you cannot add privileges for the Customizations screens on the Roles screen, as those can only be accessed with the Customizer role. Users assigned the Customizer role do not count towards the licensed number of users, regardless of license type.
Note on Reviewer: The Reviewer role that you can assign on the Users screen is another LEAD system role, which cannot be edited. Users with the Reviewer role have View and Generate privileges on the Initiatives, Competencies, Resources, Library, and Reports tabs. Users assigned the Reviewer role count towards the licensed number of Reviewers (if a Reviewer license is available) or Full licenses (if no Reviewer license is available).
Finding Roles
If you can't find the role you're looking for, enter a search term in the Find: field and select Search. The table will list all roles that contain your search term on the screen.
You can click on the column headers of each table to sort the roles by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.
Creating, Viewing, or Editing a Role
On the Role screen:
•Select to create a new role.
•Select View to review a selected role. If you need to make any changes, select Edit on the Role Detail screen.
•Select Edit to make changes to a selected role.
Any of these options opens the Role Detail screen, ready for you to enter, review, or update the fields below.
Figure 367: Admin > Role Detail Screen
•To create a new role, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing role, select Save. This will return you to the list of roles.
•If you do not want to keep the edits or create a new role, just select Cancel to close the pop-up.
•If you're reviewing a role, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up.
Role Title
The Role Title is the name or title of the role.
Underneath the role title field is a table with the LEAD Areas/Tabs going down on the left and the Privileges across the top. A checked box means that the role has the checked privilege for that area/tab in LEAD. You can check the top-most box to give a role that privilege for all areas/tabs in LEAD.
Announcements Assigns privileges (or rights) to the Announcements screens under the Admin tab. Competencies Assigns privileges (or rights) to the Competencies screens. Departments Assigns privileges (or rights) to the Departments screens under the Admin tab. Initiatives Assigns privileges (or rights) to the Initiatives tab and all screens below that tab. In-Use Assigns privileges (or rights) to the In-Use screen under the Admin tab. Library Assigns privileges (or rights) to the Library tab and all screens below that tab. Licensing Assigns privileges (or rights) to the Licensing screens under the Admin tab. Initiative Locations Assigns privileges (or rights) to the Locations screens under the Admin tab. Reports Assigns privileges (or rights) to the Reports tab. Resources Assigns privileges (or rights) to the Resources tab and all screens below that tab. Roles Assigns privileges (or rights) to the Roles screens under the Admin tab. System Logs Assigns privileges (or rights) to the System Logs screens under the Admin tab. Users Assigns privileges (or rights) to the Users screens under the Admin tab. |
Note: Checking the box at the top of the table for a privilege will check the boxes for all areas/tabs in LEAD. View If the box is checked, this allows someone with this role to View information for the selected area/tab. Edit If the box is checked, this allows someone with this role to Edit entries for the selected area/tab. Additionally, the View privilege is also included with this privilege. Administer If the box is checked, this allows someone with this role to Administer or manage all information for the selected area/tab. This privilege includes all other available privileges for the area/tab. Create If the box is checked, this allows someone with this role to Create new entries for the selected area/tab. Additionally, the View privilege is also included with this privilege. Approve If the box is checked, this allows someone with this role to Approve new entries for the selected area/tab. Additionally, the View privilege is also included with this privilege. Version If the box is checked, this allows someone with this role to create a new Version of an existing entry for the selected area/tab. Additionally, the View privilege is also included with this privilege. Import If the box is checked, this allows someone with this role to Import data for the selected area/tab. Additionally, the View privilege is also included with this privilege. Generate If the box is checked, this allows someone with this role to Generate outputs and reports for the selected area/tab. Additionally, the View privilege is also included with this privilege. Remove Flag If the box is checked, this allows someone with this role to Remove Flag(s) for the selected area/tab. Additionally, the View privilege is also included with this privilege. Review If the box is checked, this allows someone with this role to Review data for the selected area/tab. Additionally, the View and Output privileges are also included with this privilege. Lock If the box is checked, this allows someone with this role to Lock items in the initiative, including: •the initiative itself on the Initiatives > Initiatives screen. •the TNA and TMD. •all skills under the Training Needs Analysis folder. •all objectives. •the table of contents items on the Develop tab, e.g., the course and individual modules, lessons, sections, and assessments. Unlock If the box is checked, this allows someone with this role to Unlock locked items in the initiative. Delete If the box is checked, this allows someone with this role to Delete data for the selected area/tab, especially data that is not in use elsewhere. Additionally, the View privilege is also included with this privilege. |
No The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves. Title The Role Title is the name or title of the role. |