Edit a Role
If you want to edit a role, open its data sheet.
Editing Role Data
Display the list of roles by selecting Roles from the sidebar menu:
You can filter the list of roles by typing into the search field of the filter bar. The number of matching roles is displayed on the right side of the search field. If no filter has been set, the list shows the total number of available roles:
Open the corresponding data sheet by clicking the Edit icon:
In the role's data sheet, you can now edit its settings. When a role is created in the Scheer PAS BPaaS editor, only the roles name is determined. All other settings have to be inserted in the roles data sheet in the corresponding Scheer PAS Administration.
Changing the Role's Name
Overwrite the content in the Name field to change the identifier of the role:
Click Save to store your modifications or Cancel to discard them.
If you have saved the modifications, the list of roles is displayed again and a message Saved successfully! appears. You can use the link to reopen the role data sheet:
Deactivating a Role
It is possible to deactivate a role. Deactivated roles still appear in the roles list in the Scheer PAS Administration and you can still assign them to users. But once a role has been deactivated, it cannot be used in the Scheer PAS BPaaS editor any more: In the BPaaS role wizard only active roles are displayed.
If you want to disable a role, open the role data sheet. Untick checkbox Role active in the Master Data section and click the Save button:
After saving your amendments, a message Saved successfully! confirms the modification. You can use the link in the success message to reopen the data sheet. In the roles list, the role is displayed as Activated - No:
Managing Users
The second section of a role data sheet shows the users that are currently assigned to the role. Go to this section to delete, assign or rework users.
When a user is added or removed a role, they must log into the system again for the changes to affect their account. This applies also to the Scheer PAS Mobile App.
Deleting Users
You can delete already assigned users by using icon X. The user will then be removed from the role.
Adding Users
If you want to add users to a role, click the Assign More button:
The list of available users will open. In the footer you will find the users that have already been assigned to this role:
Tick checkboxes to assign further users. Your choice will be added to the footer. Click Apply to assign the chosen users to the role. Click the Cancel button to discard your choice:
The chosen users are added to the User section of the role data sheet. Click Save to apply the modifications. If you leave the data sheet by clicking Cancel, all modifications are discarded:
Editing Users
Administrators can also use the User section to switch directly to the corresponding data sheet to edit a user. To do so, click the corresponding icon:
The corresponding user data sheet will open and you can edit the user data:
Managing Translations
The role name inserted in section Master Data is a technical name for the role. In section Translations you can insert display names for the role in German, English and French:
When a design user creates a role in the Scheer PAS BPaaS editor, the role wizard shows the technical name of the role as well as the saved display name:
The Role element in the EPC model in Scheer PAS BPaaS displays the name according to the language selected for the BPaaS user interface:
