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Active Roles 7.4.3 - Web Interface Administration Guide

Introduction Deploying the Web Interface Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow Customizing the Web Interface Default Commands

Creating a personal view

Personal views are like search or filter queries that you have named and saved. After creating a personal view, you will be able to reuse it without re-creating its underlying search or filter query. To reuse a personal view, click the name of that view on the Views tab in the Browse pane. The Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view.

To create a personal view

  1. Do one of the following:
  2. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  3. In the dialog box that appears, type a name for the personal view, and then click Save.

Changing a personal view

The personal views that you created are listed on the Views tab in the Browse pane. When you select a view in the Browse pane, Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view. At this point, you can make changes to the search or filter criteria, set of columns and sort order, and then save the changed settings to the selected personal view or create a new personal view based on the changed settings.

To save the changed settings to the selected personal view

  1. Select a personal view in the Browse pane.
  2. Make changes to the search or filter criteria, list columns or sort order.
  3. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  4. In the dialog box that appears, don’t change the name of the view. Click Save.

To create a new personal view based on the changed settings

  1. Select a personal view in the Browse pane.
  2. Make changes to the search or filter criteria, list columns or sort order.
  3. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  4. In the dialog box that appears, type a name for the new personal view and then click Save.

You can also rename or delete personal views.

To rename a personal view

  • On the Views tab in the Browse pane, click the Edit button next to the name of the view, type a new name, and then press Enter or click the Edit button once more.

To delete a personal view

  • On the Views tab in the Browse pane, click the Delete button next to the name of the view.

 

Performing Management Tasks

Managing your personal account

The User Profile Editor section in the Web Interface site for self-administration gives you a convenient way to display and update your own identity information, such as your telephone numbers or mail address in your user account. The contents of the pages in the User Profile Editor section can be customized by the Active Roles administrator, who can add new elements to the pages, modify or remove existing elements, and regroup related elements on different tabbed pages.

To view or modify your user account

  1. In your Web browser, go to the address (URL) of the Web Interface site for self-administration.

    By default, the address is http://<server>/ARWebSelfService where <server> stands for the name of the server running the Web Interface.

  1. On the Web Interface Home page, click User Profile Editor.
  2. Use the page provided by the Web Interface to view or modify your user account.
  3. Click the Save button to apply your changes.

It’s up to the Active Roles administrator to determine what information you are authorized to view or modify on the User Profile Editor page. Some fields on the page might not be editable. The fields that you are not permitted to modify appear on the page as read-only text. The properties that you are not permitted to view are not displayed on the User Profile Editor page.

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