Viewing or Modifying Details of a Role
To view or modify the details of a role
1. First display the details page of the organization to which the role belongs. Then expand the Advanced Information > Roles link to see a list of all of the roles belonging to this organization.
2. Click on the name of the role whose details you want to view or modify.
This displays the following sections:
Basic Information This shows the owning organization and the description of the role.
Advanced Information This contains the following information categories:
The users to whom the role has been assigned.
The groups to which the role has been assigned.
The permissions that have been assigned to the role.
You can expand or collapse these categories by clicking on the label Users, Groups or Permissions, as required.
3. If you want to modify the basic information of the role, click the Edit icon in the actions bar. You can then enter new values for the fields.
If you are a user with the Organization Administrator role, you can make the following changes:
Role name You can change the name of the role by entering a new name in the Name field. If you had previously assigned the role to a user or group, you will see the new name when you subsequently display the role information for the user or group.
Role description You can enter a new text in the Description filed for the role.
If you are a user with the CentraSite Administrator role, you can additionally make the following change:
Owning Organization You can change the organization to which the role belongs by entering a new organization name in the Organization field. This is only possible if the role is not already assigned to any user or group in the current organization.
Then click the Save icon to save the changes.