Assign User to a Role

When a Role has been created, the user(s) can be assigned to that role. This helps govern permissions when accessing data or viewing pages.

Business rules or scripts can be written to look up if the user is in a certain role before allowing access to information. You can also control the permissions of each member.

Adding users directly to Roles. You can also add users to a Role directly by following the steps in the article Managing Roles

Steps

1. On the top right, navigate to 

   

   → Manage Users
   
2. On the left, navigate to User Management → Users
3. Open the User page by clicking on the Full Name hyperlink
   
4. Click the Edit button
5. Click on the User Roles tab which shows a list of all groups the user is already assigned to (if any).  For instance, on the left side column will appear all the groups in the system that the user is not already assigned to; and on the right are any groups that the user is assigned to
6. To add or remove a group, click the Edit button
7. To add a group to a user, select the group(s) from the left column using the checkbox then click the right arrow

   

   (or right double arrow

   

    if adding all groups)
8. To remove a group from a user, select the group(s) from the right column using the checkbox then click the left arrow 

   

   (or left double arrow 

   

    if adding all groups)
   

   

9. Click Save to commit the change or Cancel to exit without saving

Related Articles

• Setting Custom Properties
• Assign User to a Group