Adding and Editing Role-Based Documents

Role-based documents are documents that are available only to the users assigned to a particular group. If a role-based document has been made available for a group to access, the group owner can add the document to one or more role-based lists. Users in the group can also add the role-based document to their own personal lists. In addition, the group owner can use the Personalize feature to edit the document's name, description, and keywords, or to delete the document from the portal.

Adding a Role-Based Document

Because of potential security issues, the Personalization feature does not allow portal users to add documents to the portal. Documents can be added by a user who has administrative privileges; or they can be added through a custom interface, if one has been developed for your site. For more information, refer to the Implementation and Administration Guide for the SAS Information Delivery Portal.

Once a role-based document has been added to the portal, the group owner can add it to a role-based list. For instructions, see Creating and Editing Role-Based Lists. In addition, the users in the group will be able to add the document to their own personal lists.

For more information on viewing documents, see Viewing Documents.

Editing or Deleting Role-Based Documents

If a document has been added for your group, and if you have authorization as a group owner, you can use the Personalize feature to edit the document's name, description, and keywords, or to delete the document from the portal.

To edit or delete an existing role-based document:

1. If you have not already done so, open the SAS Information Delivery Portal, log on with your user name and password, and click Personalize on the toolbar. The Personalize window appears.

2. At the prompt Select a role to personalize, choose the group whose documents you are updating.

3. At the prompt Select what to personalize, choose Documents from the drop-down list. The Documents control panel appears.

4. Under Manage <your group's name> documents, find the document you want to edit or delete. Then click to delete the document or to edit the document. If you click , the document disappears immediately, and you are finished. If you click , the Update Document control panel appears.

5. Update the following fields as necessary:

   Name

   Enter a name for the document. This name will identify the document when it is displayed in the portal.
   
   

   Description

   Enter a short description for the document. The description will appear after the name when the document is displayed on a list.
   
   

   Keywords

   Enter key words that will help you find this document when you use the Search tool. This field is optional.

   
   

6. Click Update Document. The Documents control panel reappears.