Purpose
The User Roles List page allows you to adjust the view of the Custom Fields list by utilizing the Adjust filter function. This feature simplifies role management by letting you tailor the visibility of roles according to your specific requirements.
What can you do with it?
With the Adjust filter, you have the power to determine which permissions you wish to display or hide, ultimately streamlining role management. This flexibility permits a focused perspective on the data, ensuring the relevant information is always at your fingertips. Moreover, filtering by status—particularly active roles—enables efficient management and enhances your view of currently applicable roles.
How is it done?
To effectively use the Adjust filter:
Access the User Roles List: Navigate to the page where you manage your user roles.
Select Permissions: Use the data selection tool to choose specific permissions that you would like to filter. Focus on the options that are most relevant to your immediate task.
Adjust Status Filter:
Click on Data Select of "status".
Choose Active to streamline your view to only active roles, ensuring relevance and clarity in your management tasks.
Apply Filters: Confirm your selections to adjust the Custom Fields list according to your specified filters. This will render a tailored view that meets your role management needs.
Important Considerations
Ensure that you review all potential options under each filter to maximize the benefits.
Double-check selected data fields to avoid missing critical permissions or roles.
Be mindful of your team’s needs when deciding which roles to display.
Best Practices
Regularly update and review filters to align with current operational priorities.
Collaborate with your team to understand different role requirements and adjust filters accordingly.
Maintain an organized and streamlined list by focusing on active roles to enhance efficiency and task management.
By integrating these practices and considerations, you ensure a more efficient and precise user role management experience.