# Role Features

The following **Role Features** are available in Sentinel.&#x20;

<details>

<summary>Role Features [Left Menus]</summary>

* **Access -** Displays the Menus and Pages that the Role grants access to in PeopleSoft. *\*Click 'edit' to make updates.*&#x20;
* **Users -** Displays the Users with access to the Role. *\*Record audit decisions for an existing audit project or create new / Update training requirements / Add as Approver.*&#x20;
* **Redundancy -** Displays existing redundancies for Role cleanup.
* **Fluid -** Displays the Fluid Pages and Tiles that the Role grants access to in PeopleSoft. *\*Click 'edit' to make updates.*&#x20;
* **History -** Displays a log of Role updates completed in Sentinel.  *\*Click to view update details.*

</details>

<details>

<summary>Role Features [Right Menus]</summary>

* **Training Required -** Mark if a Role requires training authorization for access.
* **Security Sync** - Shell copy the Role to another environment.&#x20;
* **Checkout Role** - Self-assign the Role between a start and end date.&#x20;
* **Clone** - Clone the Role.&#x20;
* **Compare** - Compare access between environments.

*\*See more below.*&#x20;

</details>

{% tabs %}
{% tab title="Security Sync" %}
Create a shell copy of a Role and sync security objects in a target PeopleSoft environment.

1. Navigate to **Environments** and select an **Environment**.&#x20;
2. Select '**Roles**' and choose a Role.&#x20;
3. Click the '**Sync Security**' button located at the top right.&#x20;
4. Pick a Target Environment.&#x20;
5. Check the boxes to assign security permissions: Permission Lists.
6. Click **'Sync Security.'**

<figure><img src="/files/XOmrpIbkBDCq0JMie6eE" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Checkout Role" %}
**Role** **Checkout** is an Admin Menu that permits a Sentinel User to assign a PeopleSoft Role to themselves for a selected start and end date/time.

Sentinel automatically assigns the Role to the User who *'checked it out'* and removes it once the period ends. The checkout request is logged in [**Temporary Access**](/sentinel-help-center/security-administration/temporary-access.md), and transactions are logged in the User Profile's History. &#x20;

### How to Grant Access for Role Checkout [\[Admin Menus\]](/sentinel-help-center/settings/sentinel-accounts.md#admin-menus)

1. Navigate to **Settings** - **Sentinel Accounts**.&#x20;
2. Locate and select the User Account.&#x20;
3. Under the **'Admin Menus'** tab, check the box for **'Role Checkout.'**&#x20;
4. Save changes.&#x20;

{% hint style="info" %}
The User must also have a [**Security Profile**](/sentinel-help-center/settings/sentinel-accounts.md#security-profiles) with '**View**' or '**Update**' access to Roles.
{% endhint %}

### How to Checkout a Role&#x20;

1. Navigate to **Environments** and select an **Environment**.&#x20;
2. Select '**Roles.'**
3. Search and select a **Role** to checkout.&#x20;
4. Click **'Checkout Role.'**
5. Enter a **Start** and **End Date/Time.**&#x20;
6. Enter a **Reason** for the access.
7. Click **'Checkout.'**&#x20;

<figure><img src="/files/qsbQPcVkHWIrInFfaJmC" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Clone" %}
Clone a Role.

1. Navigate to **Environments** and select an **Environment**.&#x20;
2. Select '**Role**' and choose a Role.&#x20;
3. Click the '**Clone**' button located at the top right.&#x20;
4. Input a **Name** and **Description** for the new Role.&#x20;
5. Save changes. &#x20;

<figure><img src="/files/KAElD5tMYBCNMGqLsuEf" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Compare " %}
Compare Role Access in a target environment.&#x20;

1. Navigate to **Environments** and select an **Environment**.&#x20;
2. Select '**Roles**' and choose a Role.&#x20;
3. Click the '**Compare**' button located at the top right.&#x20;
4. Select compare of a Target Environment and choose a Role to view security differences. <br>

   <figure><img src="/files/T4Ks8hWgFoLZp4HozeQV" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}


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