Assetas support

Role Type

Roles present the responsibilities a person or company has over an asset.

Add a new role type | Manage role types | Related topics

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Assetas support
  1. Expand the "Configuration" menu on the sidebar navigation. 

  2. Expand the "Lists" menu under "Configuration".

  3. Expand the "Type" menu under "Lists".

  4. Select the "Roles" menu.

  5. Select "Add" to add a role type.

  6. Populate the fields.  Data fields with an asterisk (*) are required.

  7. Select "Save" upon completion.

Add a new role type
 
Basic Information

Only the name is required for this type of data record.

Populate the following fields:

  • Name*: Enter the name of the role.

  • Description: Enter a description of the role.

  • External Identifier: Enter a unique identifier for the role type.

 

​Once role types have been created, manage these records to maintain accurate information using the buttons within the Actions column to the right of the role type name. 

  1. Edit: Select the "Edit" button.

  2. Download: Select the "Download" button to download the role type definition for import into another database.

  3. Delete: Select the "Delete" button.  This will only be allowed if there are no roles in use within the system. If roles of this type are present in the system, remove those roles first (or reassign the role type) before deleting the role type itself.

Manage role types