Overview

A Role is a set of permissions that you can assign within User Access. Each permission allows you to perform a specific task within an application, such as the ability to: 

• View or edit a page
• Use reports
• View pricing information

From the Roles Page, you can create and save custom Roles. Then, you can assign a saved Role to a group of users who need the same permissions. 

Viewing and Editing Existing Roles

On the Roles page within the User Access feature, click the ellipses next to an existing role and then click View Details/Edit. 

The Role Details page will open by default in read-only format, allowing you to view the Role Name, Description, and Permissions for each role.

To edit a role, click Edit at the top of the page, which will make the entire page editable.

You can then change the Role Name, Description, and edit the Permissions by checking and unchecking the relevant boxes. 

The permissions you see will depend on the Product Features enabled for the Corporate ID. Permissions are broken up by Product Feature Tabs, including 340B Architect, NDC Architect, 340B Impact, etc. If, for example, your Corporate ID only has 340B Architect enabled, you will only see the 340B Architect Product Feature Tab.

On each tab, the permissions are organized into categories. Clicking on the arrow next to a category name allows you to view related permissions. For each permission, you can select either View or Edit.

• View: allows users to navigate through the page, buttons, and popups but cannot edit. 
• Edit: allows users to view and edit the pages. 

After clicking Save, all selected updates from each tab will be saved.

If you click Cancel after making changes, a popup will appear asking if you want to exit without saving changes.

• Continue Editing: click to return to the Roles Detail page in edit mode. Your current changes will remain. 
• Exit: click to return to the Roles page without saving any current changes. 

Creating a New Role

To create a new role within a Corporate ID, click the Add New Role button to open the Roles Detail page, where you can add a Role Name, Description, and select Permissions for the new role.

• Role Name: required 
• Description: required
• Permissions: not required

Follow the same process listed above (Editing Roles) and then click Save. 

Deleting a Role

To permanently delete a role, click the ellipses icon to the left of the role and then select Delete.

A popup will appear to remind you that the role will be removed from any user or user group it applies to.

• Cancel: click to keep the role and return to the Roles page. 
• Delete: click to permanently delete the role and return to the Roles page.  

If you delete a role and the user is linked to other user groups, a popup will appear to let the user know they are unable to delete the role until all roles are unlinked from all user groups.

Deleting Roles in Bulk 

1.Click the Delete Roles button at the top of the Roles page. 

2. From the popup, select one or more of your current Roles that you would like to delete. Newly created roles will appear at the top of the list. 

3. Click Delete. A popup will appear to alert you that if any of these roles are currently tied to a relationship, access for these HIDs/PIDs will be removed. 

4. Click Continue.