Management Tab


The MANAGEMENT tab displays a list of all management records associated with this role. All users assigned to this role will have access to the management records listed here.

 

To associate a management record to all users assigned to this role:

  1. From the Role Profile page, click the MANAGEMENT tab.
  2. Click the ADD button.

  3. From the list of management records, select the record to associate with this role.
  4. Click the SAVE button. The management record is added to the list.

 

To remove a management record:

  1. Click the MANAGEMENT tab.
  2. Click the box beside the management record you want to remove.
  3. Click the DELETE button.