In this article we will go define what types of role groups you can create, go over how to add a role group and how to manage a role group.
Defining Types of Role Groups
There are 2 basic types of roles groups:
1. A role group can be created specific to a client (recommended).
2. A role group can also be created that is "global" or that applies to all clients in your system.
The type of role group that has been created is defined in the Scope column of the Role Group page.
NOTE: We highly recommend that you DO NOT use the Global role group option as edits and changes made to will affect any and all clients in your system using it.
How to Add a Role Group
To add a role group:
1. Log onto your Trackforce Valiant web portal.
2. Hover over or click on the Settings module and click Role Group in the Important Actions column at the left hand side of the page.
3. On the right hand side of the page click the Create New button. You can also click the Actions drop down menu and select Create New.
4. Name the Role Group (1).
NOTE: Trackforce Valiant has complied a default list of the most commonly used role groups. Please see the Help Center article _2020 Implementation Process - Creating database spreadsheet.
5. Click on the Description (2) field and type in a description of the role group including the abilities attached to that specific role group.
NOTE: The 2020 Implementation Process - Creating database spreadsheet default role groups include the description of the role groups.
6. Click the Client: (3) drop down menu and select the client you want to add the Role Group to.
7. Click the Scope: (4) drop down menu and select the scope; Client (recommended), Global or Portal (not recommended).
8. Click the Save button at the bottom right hand corner. A green SUCCESS banner will let you know the Role Group as been created and added.
NOTE: The new successfully created role group does not have any managing abilities associated with it at this point.
How to Assign Managing Abilities to a Role Group
NOTE: If you are continuing from the (How to Add a Role Group) guide, continue straight to step 5 below and bypass steps 1-4.
To assign and add managing abilities to a role group:
1. Log onto your Trackforce Valiant web portal.
2. Hover over or click on the Settings module and click Role Group in the Important Actions column at the left hand side of the page.
3. Find the Role Group you want to manage in the Role Group column and click the blue circle.
NOTE: For multiple pages and large lists of role groups use the Keyword Search field shortcut. To use this feature click the Keyword Search field and type in role group name. Next click the Scope drop down menu and select the Scope that was selected when creating the Role Group.
4. Once the desired Role Group has been selected, click on the blue Show button at the top right hand side of the page.
5. Click on the Create New button:
Create New button.
6. Click on the Roles drop down menu:
NOTE: The entire list of Role Names will display. Use the search option by clicking the Search field with magnifying glass icon, and type in the individual names of the roles from the provided excel spreadsheet list of roles
7. Click on the Role Name you want to add managing abilities on and then click the Select button at the bottom right hand corner of the page.
8. Your selection will now display in the Role field and give the option to: Save & New; Save the selection and add another new selection. Save; Save only that selection. Cancel; cancel the selection and select another option.
9. Click Save and New and repeat the step 6 & 7 process until all of the roles from the excel spreadsheet list of roles have been added.
10. Once all the roles from the excel spreadsheet list of roles have been added click the Save button. A green SUCCESS pop-up banner will let you know that the individual roles have been combined to make a role group that has been assigned and successfully created.
