The Role Master is a table (md_role) in the User Management System (UMS). This table defines the job functions with the associated authority and responsibilities within the context of an organization.

• For example, you can define an Accounts Payable role. This AP role has the following AP views associated with it: AP33, AP37, AP43 and AP51. When a user is assigned the AP role, that user has access to each of these views and the permissions assigned to the resources within the role.

• The AP role is defined in the Role Master module.

• The resources, or the views, are added to the role in the Role Master-Permissions module. At the same time, each resource is granted specific permissions or operations. For example, the AP role allows all users to 'execute' and 'read' each view, but the role does not allow users 'update' or 'delete' capability for data in these views. (Please note that this is just a hypothetical example.)

Note: When a user is created, a 'personal' role is automatically assigned. The Role Name will be the same as the User's Name. Any user-specific settings are kept under that role name. When the user is deleted, the role is deleted along with it. These roles cannot be maintained through the Role Master. These roles are all flagged as 'Is Personal' = Yes.

You can access information for an existing role or you can create a new role. The following fields are available on the Role Master and are based on the order in which they appear in the grid on the search page:

• Role Name – displays the name of the role. We recommend that role names begin with 'ibis', for example ibis_ap or ibis_gl. This helps identify roles as belonging to the ibis database.

• Description – displays a description of the role. If you double click on this field, you can edit the description in the search grid; click the check mark when the edit is complete to update the change or click on the 'x' to cancel the change request.

• Is Personal – indicates whether or not the role is a personal role.
  • Yes - the role is a personal role; personal roles cannot be assigned to any other user than the user for which the role was created.

  • No - the role is not personal; non-personal roles can be assigned to more than one user.

For information on the functionality of each button on the Role Master Search Criteria Results/Grid page, click here.

Role Master - Details Page

The following list defines every field on the Details page:

• Description – enter a description for the role displayed in the header section. You can also edit an existing description.

• Is Personal - this field displays 'Yes' or 'No'. If you are creating a new role, you cannot edit this field, i.e. the system defaults to a 'No'. All personal roles are automatically created by the system when a new user is created. All other roles are non-personal roles.

• Modification Counter - as every edit on the field is completed, this counter increases by one.

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

• Attribute
• Permission
• Permissions Summary

For information on the functionality of each button on the Role Master Details page, click here.