Using the Role Browser

The role browser allows normal users to browse and view the available roles in your Zingoolarity instance and allows administrative users to maintain these (create, update and delete).

To invoke the role browser, select Roles from either the main menu or from the home page:

(Zingoolarity role browser)

Searching & Filtering for Roles

The role browser allows you to search and filter for the following role attributes:

• Name
  Enter part of a role name.
• Active
  Select whether you want to see all roles, only active roles or only inactive roles.
• Lead
  Select whether you want to see all roles, only lead roles or only contributing roles.

Click the Search button to perform the search or click the Clear button to reset the already entered search criteria.

Exporting Roles

If you are an administrative user, you can export the currently filtered list of roles in ZML format to a local file.

Click on the Export button to perform the export.

A file named export_role.txt will be created in your local Downloads directory.

Adding a New Role

To add a new role, click the Add button.
The new role editor screen will appear:

(Zingoolarity role editor screen)

Let us have a look at the different available attributes of a role:

• Name
  The Name of a role represents a short and easy-to-understand label for the role.
• Detail
  The optional Detail of a role is a full text description, optionally formatted in HTML.
  You can enter HTML tags directly (e.g. if you want to underline something in the text, you can include it in tags).
• Active
  The Active toggle of a role can be used to disable (or enable) a role.
  Disabled roles are not available in the various views or drop-down boxes of Zingoolarity.
  Setting a role to inactive can be used as some kind of soft delete.
• Lead
  The Lead toggle of a role designates that a role represents a leading role.
  Leading roles are for example Head or Product Owner.
  The opposite of the leading role is the contributional role.
  A contributional role is for example Software Engineer.
Sort The Sort of a role is a numeric value which directly influences the sort order of roles in the different views of Zingoolarity. This order is honored for example by the team view of a topic.

At the bottom of the screen, a couple of buttons are available:

• The Save button will just save your changes (without leaving the editor screen).
• The Save+Back button will do the same but return to the previous screen.
• The Cancel button will just return to the previous screen (without saving).
• The Delete button will request confirmation, will delete the record and then will return to the previous screen.
  Note: Deleting a role is only possible, if the role is not yet used somewhere in Zingoolarity already; if this is the case, you will see an appropriate error message.
  The Log button will show a historical transaction log of the current record (for auditing purposes).

Editing an Existing Role

To edit an existing role, click the Edit button next to the role in the list shown in the role browser after searching.