Creating and Editing Role-Based Lists

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

Creating a Role-Based List

To create a new role-based list:

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 lists you are updating.

3. At the prompt Select what to personalize, choose Lists from the drop-down list. The Lists control panel appears, showing all the role-based lists that have been created for the group.

4. Under Add a new <your group's name> list, click a radio button to indicate the type of list you want to create. Then click to add a new list. The New List control panel appears.

5. Fill in the fields as follows:

   Name

   Enter a name, which will identify the list when you are using the Personalize tool. When the list is displayed in the portal, the name will not appear with the list.

   Message

   Enter the text that is to appear at the top of the list when it is displayed in a portal window.

   Description

   Enter a short description of the list. This text will appear with the name when you are using the Personalize tool. When the list is displayed in the portal, the description will not appear with the list.

   Keywords

   Enter key words that will help group members find this list when they use the Search tool. This field is optional.

6. Click Next. A list box is displayed that shows the items that are available to include on the list. For example, if you are creating a list of links, all of the available links are displayed.

   Note: If you are creating a list of links and you need a link that is not available, you can create a new one (see Creating and Editing Role-Based Links). You can also add new role-based documents, webEIS documents, widgets, and applications.

7. While holding down the CTRL key, highlight each item that you want to include in the list.

8. When you have highlighted all the desired items, click Create List. The Lists control panel reappears showing the new list. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

To make use of the list, you might want to add it to a role-based window. For instructions, see Creating and Editing Role-Based Windows. In addition, users in the group will be able to add the list to their own personal windows.

Editing or Deleting Role-Based Lists

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

To edit or delete an existing role-based list:

1. Open the Personalize window. At the prompt Select what to personalize, choose Lists from the drop-down list. The Lists control panel appears.

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

3. Under Manage <your group's name> lists, find the list you want to edit or delete. Then click to delete the list or to edit the list. If you click , the list disappears immediately, and you are finished. If you click , the Update List control panel appears.

4. Update the Name, Message, Description, and Keywords fields as necessary.

5. Click Next. A list box is displayed that shows the items that are available to include on the list. The items that are currently on the list will already be highlighted.

6. To keep the existing items and add new items, hold down the CTRL key and highlight each item you want to add. To replace the current items, make your first selection without holding down the CTRL key; then hold down CTRL while you make any additional selections.

7. When you have highlighted all the desired items, click Update List. The Lists control panel reappears. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.