{"id":811,"date":"2016-09-21T15:43:43","date_gmt":"2016-09-21T03:43:11","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=811"},"modified":"2020-12-07T11:12:47","modified_gmt":"2020-12-06T22:12:47","slug":"a672","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a672\/","title":{"rendered":"Edit role form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Edit<\/a>edit button in the top header area of the role view page, as shown in Figure 1. Alternatively you can access the \"Editedit popup form via the \"Actions<\/a>actions column menu of the Roles<\/strong> tab at any of the parent asset view pages (e.g.\u00a0\"Contact<\/a>organisation<\/a>, \"Programme<\/a>programme <\/a>or \"Project<\/a>project<\/a>), as shown in Figure 2.\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Access via edit button\u00a0<\/strong><\/p>\r\n

\u00a0\u00a0 \"\"<\/a><\/p>\r\n

Figure 2 – Access via roles tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to edit an existing \"Group<\/a>role<\/a>.<\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – Edit role form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Parent Asset:<\/th>\r\nThis read-only<\/em> field shows which organisation, programme or project this role belongs to.<\/td>\r\n<\/tr>\r\n
Name*<\/em><\/sup>:<\/th>\r\nEdit the name for this role here. The name must stay unique across the whole of the selected asset.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter or edit the longer description for this role here.<\/td>\r\n<\/tr>\r\n
Manager:<\/th>\r\nSelect or change the manager for this role from this drop-down list of users.<\/td>\r\n<\/tr>\r\n
Daily rate:<\/th>\r\nEnter or edit the daily rate for members of this role. The currency used can be changed by editing the \"Contact<\/a>Organisation information.<\/td>\r\n<\/tr>\r\n
Hourly rate:<\/th>\r\nEnter or edit the hourly rate for members of this role.<\/td>\r\n<\/tr>\r\n
Escalation authority:<\/th>\r\nSelect this check box if you would like to allow this role escalation authority.<\/td>\r\n<\/tr>\r\n
Member selection:<\/th>\r\nYou can select multiple assets\/users in the non-members field (left box)<\/strong> by clicking the checkbox or using the SHIFT keys to check multiple assets\/users. These checked assets\/users will be moved to the members field (right box)<\/strong> beside it. If you want to remove an asset\/user, you can uncheck it in the non-members field (left box) or you can press the X button on the asset\/user in the members field (right box). You can also drag and drop to rearrange the order in the members field (right box).<\/td>\r\n<\/tr>\r\n
Archived:<\/th>\r\nSelect this check box if you’d like to assign this role to be archived.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nOnce you are happy with your entries click the “Update role<\/strong>” button at the bottom of the form. This will update this role with the details that you supplied.\r\n\r\nClick the Cancel<\/strong> button if you no longer want to update this role.<\/div>\r\n

Related topics<\/h4>\r\n