Type = How-tos, ; Topic = OPUS Solution Environment,;Persona = Solution Designer,; Orchestration = Manufacturing, Logistics, Commerce, Transportation, Clinical Supply,; Function = Supply Chain, IT, Operations, Regulatory Affairs, Quality, Commercial, Pharmacy, Project Management, Finance, Procurement, Spare 2,

Define roles

Roles define the level of access that can be assigned to a user within a solution.

Roles use permissions to control which operations users can perform and which menu items they can access. Companies configure roles to restrict access to specific data and actions. Defining and assigning roles appropriately helps ensure that a Company Solution meets the company's security standards.

Before performing any actions on the defined roles, ensure the following:

  • If you have access to multiple companies, make sure you have the correct company selected in the TraceLink Account menu.

  • The company solution is in the Edit state.

Search for roles

Use the Search Roles screen to find an existing role in a selected solution and view or edit its details.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Search Roles in the side menu.

  5. Select the Filter button.
    • Solution drop-down – The name of the available solution.
    • Role Name field – The name of the role that is unique within the solution.
    • Enable exact keyword search checkbox – Select to perform an exact keyword search instead of the default partial like search. The checkbox is disabled when the search field is empty.
  6. Select Apply.
    Search Roles screen appears.
  7. From the list of available solutions, select the hyperlink in the Role Name column that corresponds to the desired role to display the Role Details screen.

Create new role

Use the New Role screen to add a new instance of a role to a selected solution and define its name, display name, and description.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Search Roles in the side menu.

  5. Select the New button.
  6. In the New Role screen, fill in the following fields:
    • Role Name field – Required. An internal name of the role that is unique within the solution.
    • Role Display Name field – Required. The user friendly name of the role.
    • Solution drop-down – Required. The solution name.
    • Description field – A brief explanation of role's responsibilities.
  7. Select the Save button.

    A new instance of the role is created and a confirmation message appears in the banner.

Edit an existing role and assign permissions

To manage user permissions within a company's solutions, edit the role details, object type permissions, and menu permissions. Roles can be edited only when the solution is in the Edit state. After the solution moves to the Test or Released state, roles cannot be edited or created.

  1. Search for the required role.
  2. Select Edit.
  3. On the Role Details screen, expand General section.
  4. Update one or more of the following fields:
    • Role Name field – An internal name of the role that is unique within the solution.
    • Role Display Name field – The user friendly name of the role.
    • Solution drop-down – The solution name.
    • Description field – A brief explanation of role's responsibilities.
  5. Select the Save button.

    Role deatails are updated and a confirmation message appears in the banner.

  1. Search for the required role.
  2. On the Role Details screen, expand Object Type Permissions section, and select the desired Business Object Type collection.

  3. Select the desired operation (e.g. View).

  4. Select the Edit icon.
    The Edit Operation Permissions push panel appears.

  5. Set the Grant Permissions switch value to Permitted.

  6. Select Apply.

  7. Select the Save button.
    Permissions are granted and a confirmation message appears in the banner.
  1. Search for the required role.
  2. On the Role Details screen, expand Menu Permissions section, and select the desired the Menu collection.

  3. Select the desired menu item name.

  4. Select the Edit icon.
    The Edit Menu Item Permissions push panel appears.

  5. Set the Grant Permissions switch value to Permitted.

  6. Select Apply.

  7. Select the Save button.
    Permissions are granted and a confirmation message appears in the banner.

Assign roles to users

For information on how to assign roles to users, see the Administration Help Center.

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