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Defining Role Conditioned Access

The Role Conditioned section of the Templates_Information_Editor__tab_icon.png Templates Information Editor is useful when you want to make the Template or certain Steps within the Template accessible only to members with a specific role. You can also restrict access to a competency level within the role.

Note

You can define role conditioned access to a Step using the Step_Information_Editor.png Step Information Editor.

To define role conditioned access:

  1. Expand the Role conditioned section of the Templates_Information_Editor__tab_icon.png Templates Information Editor and add details in the fields.

    Note

    To define role conditioned access at the Step level:

    1. Go to the Step_Information_Editor.png Step Information Editor and expand the Role conditioned section.

    2. In the workspace pane, select the Step for which you want to define role conditioned access.

    3. In the Role conditioned section, add details in the fields.

    Role_Conditioned_Section_-_1.png

    Field

    Description

    Description

    Enter a description for the role conditioned access.

    Roles

    Select the roles to which you want to restrict access.

    To select the roles:

    1. Click Role_Conditioned_Drop-down.png to view the list of roles.

    2. Select the checkbox corresponding to the role to which you want to provide access.  For roles with a competency level, you can select the required level after selecting the role.

    Clicking Refresh.png refreshes the list of available roles.

    Action

    From the dropdown list, select one of the following options:

    • Enable – If the member does not belong to the role that you specified, the member can only view the Steps in the Template.  The member cannot enter information or validate the Steps.

    • Display – If the member does not belong to the role that you specified, the member cannot view the Steps in the Template.

    • Read only – If the member does not belong to the role that you specified, the member can validate Steps, however, cannot enter any information.

  2. When you double click Icon.png near Role Conditioned, you can copy and paste the definition as text from one Template/Step level to another Template/Step level.

    Role_Conditioned_copy_button.png

    It displays with a message as shown below.

    Text_copied_button.png

  3. Click Scripts.png to paste the copied code.

    copy_the_code.png

  4. The definition has been copied and pasted as shown below.

    pasted_code_.png

  5. Click Save.

    Save_Role_Conditioned.png

    The Role Conditioned Access is defined.

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