Creating and Editing Role-Based Links

Role-based links are links that are available only to the users assigned to a particular group. If you have authorization as the owner of a group, you can create and edit role-based links for that group. After you create a role-based link, you can add it to one or more role-based lists that have been defined for the group. In addition, users in the group can add the role-based link to their own personal lists.

Creating a Role-Based Link

To create a new role-based link:

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 links you are updating.

3. At the prompt Select what to personalize, choose Links from the drop-down list. The Links control panel appears showing the group's role-based links.

4. Opposite Add a new <your group's name> link, click to add a new link. The New Link control panel appears.

5. Fill in the fields as follows:

   Name

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

   Url

   Enter the complete URL for the link. To ensure accuracy, you might want to use your browser to find the desired site, and then copy the URL from the browser's address line.
   
   

   Description

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

   Keywords

   Enter key words that will help group members find this link when using the search tool. This field is optional.
   
   

6. Click Create Link. The Links control panel reappears, showing the new link you have created. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

To make use of the link, you might want to 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 link to their own personal lists.

Editing or Deleting Role-Based Links

If you have authorization as group owner, you can edit or delete an existing role-based link for the group.

To edit or delete an existing role-based link:

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 links you are updating.

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

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

5. Update the Name, URL, Description, and Keywords fields as necessary.

6. Click Create Link. The Links control panel reappears.