Edit Dimension Detail Roles

Use the Dimension Detail Role Setup submodule to edit existing dimension detail roles.

To use the Dimension Detail Role Setup submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To edit an existing dimension detail role:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company with the dimension detail role that you want to edit.
  3. In the left pane of the Settings screen, click Dimensions > Dimension Detail Role Setup.
  4. On the grid toolbar, use the drop-down list to select the dimension type with the detail role that you want to edit.
  5. Highlight the detail role that you want to edit and double-click on the Dimension value, Role, and Employee fields to select new values from the drop-down list.
    Note: For the Department dimension type, if the selected Dimension value has been deactivated, it is displayed in parenthesis and highlighted in red while other inactive Departments are not listed.