Active Roles 7.3.1 - Web Interface User Guide

Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow

Navigation bar

Navigation bar

Located on the left side of the page, the Navigation bar provides the first level of navigation for most of the tasks you can perform in the Web Interface. The Navigation bar is organized by Web Interface areas, and includes the following items:

  • Home  Go to the Web Interface home page.
  • Directory Management  Browse for, and administer, directory objects in your organization.
  • Search  Search for, and administer, directory objects in your organization.
  • Customization  Customize Web Interface pages. Available to Active Roles Admin only.
  • Approval  Perform the tasks relating to approval of administrative operations.
  • Settings  View or change your personal settings that control the display of the Web Interface.
  • Help  Find Help topics and other helpful resources for the Web Interface.

For more information about functions of the Navigation Bar, see Administrative tasks overview earlier in this document.

Browse pane

Browse pane

Located next to the Navigation bar, the Browse pane lists the built-in views and personal views, and allows you to access the tree view:

  • Built-in views provide entry points to browsing for objects in the directory. Personal views are filter or search queries you build and save to use them again at a later time. To see built-in views and personal views, click the Views tab at the top of the Browse Pane.
  • The tree view helps you browse for directory objects by using the directory tree to navigate through the hierarchical structure of containers. To see the tree view, click the Tree tab at the top of the Browse Pane.

List of objects

List of objects

When you select a container or view in the Browse pane, you’ll see a list of objects. If you select a container, the list includes the objects held in that container. If you select a view, the list includes the objects that match the view settings. It is also possible to customize the list by sorting and filtering, and by adding or removing list columns.

You can select objects from the list and apply commands to the selected object or objects. When you click the name of a container object, such as a domain or an organizational unit, the list changes to display the objects held in that container, thereby enabling you to browse through containers in the directory.

Toolbar

Toolbar

The Toolbar contains a number of controls allowing you to manage the current list of objects:

  • Click the Menu button on the left side of the Toolbar to save the current list as a personal view, add or remove list columns, or export the list to a text file.
  • Type in the Filter field and then click the button next to that field to have the list include only those objects whose naming properties match what you typed.
  • Click the Expand/Collapse button on the right side of the Toolbar to configure filtering criteria based on object properties. To have the list include only the objects that match your filtering criteria, click the button next to the Filter field.
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