Roles

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Roles

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.

Note: The owner of an initiative has full administrative privileges to their initiative, regardless of the privileges that their role gives them.

LEAD Administrator - Roles

Figure 459: LEAD Administrator - Roles

On the Roles screen, you can:

Add a NewIcon role to the existing list by clicking on + New.

Select a role and then:

oView Table-View the role information.

oEdit Table-Edit the role information.

oSelect Show History Table-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 Table-Delete 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 Reviewer: The Reviewer role that you can assign on the Users screen is a LEAD system role, which cannot be edited. Users with the Reviewer role have View, Generate, and Comment 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). The Reviewer role should not be confused with the Initiative Reviewer user privilege that allows Reviewer access only to initiatives and is used with roles other than the Reviewer system role.

Note on Review Privilege: The Review privilege that you can assign to a role you create allows someone to edit the initiative, when (and only when) that initiative is in Lock for Review status.

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. Select ResetSearch to clear the search term and view all items again.

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.

Details on the Admin > Roles Table

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.