14.3 Exploring the Tab’s Features

This section describes the default features of the Roles tab. (Your tab might look different because of customizations made for your organization; consult your system administrator or workflow designer.)

The left side of the Roles tab displays a menu of actions you can perform. The actions are listed by category ( My Roles, Role Assignments, Role Management, and Role Reporting):

Roles menu

The Role Management actions are only displayed if you are a Role Module Administrator or Role Manager. The Manage Separation of Duties action within Role Management is only displayed if you are a Role Module Administrator or Security Officer. The Role Reporting actions are only displayed if you are a Role Module Administrator or Role Auditor.

When you click an action, it displays a corresponding page on the right. The page typically contains a window that shows the details for that action. For example, it might display a list or a form where you can enter data or make a selection, as shown below:

Figure 14-2 Page Displayed for an Action

Most pages you work with on the Roles tab include a button in the upper right corner that lets you display the Roles legend:

Roles legend button

For details on the Roles legend, see Section 14.5, Understanding the Roles Legend.