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Tips   View and manage roles

An asterisk (*) indicates that data is from a different partition and is therefore read-only.

Access to create and edit roles depends on the permissions assigned to you and whether you are in view or edit mode. If you do not have read or edit permission for a particular role, you may still see the role listed in search results and choosers. However, you cannot view details for that role. If you try to view or edit role details without the proper object-level permissions, an error message is displayed.

In the default configuration, the permissions required to access workspaces and tasks are defined in the workspace configuration files; and the access permissions required to view, create, copy, edit, delete, and export roles are defined in the object manager configuration files. Permissions can be customized, including setting object-level read and edit permission. For more information, see the Ariba Buyer Administrator Customization Guide.

Related topics

Create roles

Edit roles

Export roles

About groups, roles, and permissions

Assign roles to users

Assign permissions to users

View and disconnect user sessions

 

Screen details

To display the Roles screen, click Roles under User Manager in the Navigation Panel.

 

Display roles. Initially, no roles are listed.

  • To display all roles in the database, click List All.
  • To display a specific set of roles, enter all or part of a role name, for example, and then click Search or press the Enter key. You can enter one role name at a time. Search fields are case-insensitive.
  • To add or remove search filters, click Add/Remove Search Filters. Then select or deselect check boxes for the search filters. The search filters labeled Permission Name and Subrole Name search on directly assigned permissions and roles only.
  • If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data; group data; or export data to Excel.

View role details:

  • To view details, such as the permissions and subroles assigned to a role and the users and groups that have been assigned the role, click a role name. When viewing role details, click links to view additional information.
  • To sort search results by role name, click the column header. Click the header again to change the sort order, as indicated by the arrow.

Take other actions:

  • To create a new role in the database, click Create New.
  • To create a new role in the database based on an existing role, click Copy for an existing role. After a role is copied, you must specify certain required information for the new role, such as a new unique name.
  • To edit a role in the database, click its check box and then click Edit.
    • Editing a role includes assigning the role to users and groups or removing it; and adding permissions and subroles to the role or removing them.
  • To delete one or more roles in the database, click their check boxes and then click Delete. You are asked to confirm your deletions.
  • To export roles from the database to .csv files, click Export. Roles are exported using predefined integration events which do not depend on your login partition or the search filters you specified.

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