Editing a Role

To edit a role

1. On the Navigation Tree, click Rights and Privileges, and select Roles.

2. Click the name of the role you want to edit or click anywhere on the row, and then click . The Role page appears.

3. Make the necessary changes. For more information on how to change its items, see Adding a Role.

4. To grant access rights, select an appropriate tab at the top of the page. The following tabs are available in the Edit mode:

• Role tab allows you to modify the role name and description and grant common and specific privileges to the selected role.

• Group Administrator tab allows you to grant privileges to group administrators. To do this, select appropriate check boxes, and click Save.

• Views tab allows you to specify what views of the document search results page or RMS views page will be available for the current role. To do this, select or clear appropriate check boxes, and click Save.

• Settings tab allows you to modify the notification settings, particularly the number of days when an alert about license expiration will be shown.  

Note: The Defined check box is disabled by default. If the setting is not “Defined,” then the global setting under System Preferences applies.

• Security Keywords tab allows you to assign security keywords to the current role.

• Global Security Keywords tab allows you to assign global security keywords to the current role.

• Report Security tab allows you to grant access to report security rules for the current role. To do this, select a document group and a document type, then drag appropriate items from the left pane to the right pane, and click Save.

• Document Types tab allows you to grant access to document types for the current role. To do this, select a document group from the list, then drag appropriate items from the left pane to the right pane, and click Save.

• Unredacted Document Types tab allows you to select document group and assign its document types for the role. To do this, select a document group from the list, then drag appropriate items from the left pane to the right pane, and click Save. Document types from the Assigned Document Types pane will be assigned.

When assigned, on the Report view, Data view, and Summary view data will be displayed in the unredacted format. 

For unassigned document types, data will be displayed in the redacted format.

Note: The Unredacted Document Types tab becomes available only if a redaction license is enabled in MS.

• Portlets tab allows you to assign portlet access rights to the current user role.

• Searches tab allows you to set the accessible searches for the current role. To do this, select a search group from the list, then drag appropriate items from the left pane to the right pane, and click Save.

• Templates tab allows you to assign document templates to the current role. To do this, select a document type from the list, then drag appropriate items from the left pane to the right pane, and click Save.

• Models tab allows you to assign models to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.

• Search Notifications tab allows you to assign search notifications to the current role. To do this, select a search from the list, then drag appropriate items from the left pane to the right pane, and click Save.

• System Notifications tab allows you to assign system notifications to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

• Filing Notifications tab allows you to assign filing notifications to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

Note: You can copy rights of a role, by clicking the Copy Profile button, available on the above mentioned tabs (except Views and Report Security tabs).

• Automator Processes tab allows you to assign automator processes to the current role. To do this, select a search from the list, then drag appropriate items from the left pane to the right pane, and click Save.

• Visual Processes tab allows you to assign visual processes to the current role. To do this, select a search from the list, then drag appropriate items from the left pane to the right pane, and click Save.

NOTE: Processes created in older versions of Monarch Server (e.g., v13.2) are assigned to all users.

• Automator Projects tab allows you to assign projects to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

• Workspaces tab allows you to assign workspaces to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

• Change Lists tab allows you to assign change lists to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

• Folders tab allows you to assign folders to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

• Named Paths tab allows you to assign named paths to the current role. To do this, drag appropriate items from the left pane to the right pane, and click Save.

Note: You can copy rights of a role by clicking the Copy Profile button available on the aforementioned tabs, except the Views and Report Security tabs.

5. Make the necessary changes and click Save. 
   The system saves the modified role to the database and displays the updated Roles page, if the operation is completed successfully.