WebFOCUS Online Help > Managed Reporting Administrator > Creating a Role Tree > Editing a Role Tree

Editing a Role Tree

How to:

You can edit the Role Trees you have created for the User Groups by adding items, removing items, or clearing all items. If you need to cancel the Role Tree you are creating, click Cancel in the Role Tree window. The last saved Role Tree list opens.

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Procedure: How to Add Items to a Role Tree
  1. From the View Builder, click Role Tree. The Role Tree window opens.
  2. From the Group List, select the User Group’s Role Tree to which you want to add items.
  3. From the Domain Tree, open a domain.
  4. Expand the folders and click the items you want to add. Only items (reports, graphs, launch forms, URLs) can be added to a Role Tree. Folders cannot be added.
  5. To add items from another domain, select the domain from the Domain Tree and click Submit.
  6. Expand the folders and click the items you want to add.
  7. Repeat steps 5 and 6 as necessary.
  8. Click Save when you have completed adding items to the Role Tree for a particular User Group.
  9. Click Public Views or Group Views to return to the respective page. Click Done if you want to exit the View Builder.
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Procedure: How to Remove Items From a Role Tree
  1. From the View Builder, click Role Tree. The Role Tree window opens.
  2. From the Group List, select the User Group’s Role Tree from which you want to remove items.
  3. In the Content List, click the item you want to remove. You can remove multiple items by holding down the Shift or Control keys.
  4. Click Remove.
  5. Click Save when you have completed removing items from the Role Tree for a particular User Group.
  6. Click Public Views or Group Views to return to the respective page. Click Done if you want to exit the View Builder.
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Procedure: How to Clear Items From a Role Tree
  1. From the View Builder, click Role Tree. The Role Tree window opens.
  2. From the Group List, select the User Group’s Role Tree from which you want to clear all items.
  3. Click Clear. All items are removed from the Content List.
  4. Click Save.
  5. Click Public Views or Group Views to return to the respective page. Click Done if you want to exit the View Builder.
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Procedure: How to Cancel Changes to a Role Tree

From the Role Tree window, click Cancel. The Role Tree window remains open and displays the last saved Role Tree list.

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