Adding a Role Tree

You can create a Role Tree for any Managed Reporting User Group. To create a Role Tree, select the:

The following image shows the Role Tree window containing the selection of Sales and Marketing as the User Group.

Procedure: How to Add a Role Tree

From the View Builder, click Role Tree. The Role Tree window opens.
From the Group List, select a User Group.
From the Domain Tree, open a domain.
Expand the folders and select the items you want to add.
To add items from another domain, select a different domain from the Domain Tree and click Submit.
Expand the folders and select the items you want to add.
Repeat steps 5 and 6 as necessary.
Click Save when you have completed adding items to the Role Tree for a particular User Group.
Click Public Views or Group Views to return to the respective page. Click Done if you want to exit the View Builder.