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STEP 6: The roles assigned to the user will be displayed as follows.
Hierarchy Name – Displays the selected hierarchy.
Hierarchy Nodes – Displays the nodes to which the role is assigned to. The user may have multiple nodes assigned.
If the user has multiple roles assigned to him, each node will be displayed as a new row.
Roles – Displays a list of roles assigned to the staff.
STEP 7: Click on the ‘Edit’ button to update the user roles.
Clicking on ‘Edit’ will display tick boxes in front of each role of the selected node. The user can untick irrelevant roles and update the roles assigned to the particular user.
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STEP 8: Click on the ‘Delete’ button to delete a role assigned to the user.
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STEP 1: Navigate to the ‘Role Management’ page and create a user role.
STEP 2: The ‘Replicate’ button will appear once the user role is saved.
Click on the ‘Replicate’ button to create a copy of the user role.
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b. The duplicated user role will be renamed as ‘Copy of [User Role name]’ by default.
c. For an example, the duplicated user role of ‘Risk Manager’ will be renamed as ‘Copy of Risk Manager’ as shown in the below figure.
d. The user role will get arranged according to the alphabetical order by default.
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SYCLE Mode – Flexible Hierarchy Menu Items
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‘Role Management’ page – ‘Framework’ area.
Once clicked, the page will open in a new tab.
For creation of user roles, view section 'Creating a User Role'.
SYCLE will be displayed under the ‘Product’ dropdown within the ‘Role Management’ page as shown in the below figure.
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c. ‘Staff’ page – ‘Framework’ area.
i. Once clicked, the page will open in a new tab.
ii. To assign user roles to staff, view section 'Assigning User Roles to Staff'.
Risk Standalone Mode – Flexible Hierarchy Menu Items
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