Roles page
The Roles page is used to track the possible role types that are tied to any specific participant and change the assignments as needed. A role type can be assigned or unassigned to a participant by using the roles page if the user has the appropriate permissions.
Roles page
The page has the fields that are shown in the following list. Required fields are indicated with an asterisk.
- Roles
- The names of the roles that are assigned to the participant.
Actions
The actions that are available on the page are shown in the following list.
- Filter column displays the build filter link that you can use to create a filter for the columns on the page.
- Assign opens the Assign Roles dialog box. From the Assign Roles dialog box, you can assign roles from the available roles.
- Refresh updates the displayed roles.
- Search entry field. Typing text in this field automatically filters the roles that are displayed in the table. The table displays only those roles that match what was typed in the search field.
- Download CSV saves the displayed table view as a .csv file.
- Customize columns displays a page to select which columns are shown or hidden on the roles page.
- Open documentation opens the help page.
- Activate activates the changes for the participant.
- Discard discards the changes for the participant.
- Click a row in the table to display the details for that record.
- Row settings configures the size and the spacing of the text that is displayed in the cells of the table.
- Cancel closes the menu in the table header.
Roles page validation
The following participant configuration settings are marked as invalid for the participant version roles
that are being unassigned:
- The role cannot be unassigned if the participant is the provider of a relationship that is based on the role being unassigned from the participant. For example, the SP role cannot be unassigned if the participant is a provider of an ODFI authorized sending point relationship.