Managing Roles

Each role in the Operational Risk solution is a collection of permissions, according to specific tasks (creating, editing, viewing items like bowties, worksheets, etc.) that a person in the role might need to do. Some examples of roles are Project Manager, Risk Study Manager, Bowtie Manager, etc. Individual users and groups are linked with roles via access controls; by this association, users/groups inherit the permissions that are assigned to the roles for the particular location.

There is a sizeable set of predefined “system” roles provided with the software (for example, Administrator, Action Manager, Risk Manager); however, you can also add your own roles.

To add a new role

• • From the menu, select Security > Roles.
  • Select the Add button.
    
  • Enter a Name and Description. If you want this role to Inherit Permissions from other, already established roles, select the role(s) from the list. To add additional Permissions for the role, select them individually.

    To remove a selected role or permission, choose the “x” next to the name.
    

  • Save the new role.

To inactivate a role

To mark a role as inactive (can no longer be used in the system but the record remains), select the Inactivate button at the top of the page. To reactivate the role, select Reactivate.

To delete a role

To delete a role, select Delete from the ellipsis menu. To select multiple roles at once, select them and choose Delete Selected.