Assigning Shared Views to Security Roles
When you assign a view to a role, you make the view available to all members of that role. If needed, multiple roles can be assigned. In that case the view will be available to any technician who possesses at least one of assigned roles.
INFO: For details about security roles and permissions, see Understanding Security Roles.
To assign one or several views to a role, follow these steps:
- From the Sidebar, navigate to General > Shared Views > [Object Class].
- Select one or several views you want to assign and click Roles. The Assign View to Roles dialog box opens.
- In the Available Roles pane, the system will list all roles that currently have no access to the selected view(s). Use the Add, Add All, Remove, and Remove All buttons to move the desired roles to the Assign to These Roles pane.
- Click OK.
NOTE: You may need to provide users with a view that is not available through their membership in security roles. In this case, export the definition of that shared view to an individual external file. When a user imports the file, the system creates a copy of the contained view as a local view of that user, making it implicitly available. Keep in mind however, any changes to the shared view will not automatically propagate to such local copies. You can create an external file with multiple views for a particular object class, which allows users to import several data views at once.
INFO: For details, see Exporting configuration settings.