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Assigning Users to a Role

After creating a user role, you can assign user accounts to that role if your user account belongs to a role that is granted permission to assign or modify user roles.

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To assign a user account to a role:

  1. Click the User Roles link to display the User Roles grid.

  2. Click the Role Name link that corresponds to the user role to be modified. The Modify User Role page appears.

  3. Scroll to the bottom of the page.

  4. Click the link in the Users in Role grid. The Select Users for Role grid displays.

The filter criteria boxes display at the top of each column heading in the Select Users for Role grid by default. Click the Filter button to hide or show the filter criteria boxes used to search for specific user accounts.

Click a column heading once to sort the records in ascending order. An Up arrow displays in the column heading.

Click a column heading twice to sort the records in descending order. A Down arrow displays in the column heading.

  1. Click the Employee Number assigned to a user account to be assigned to this role. The message "User added to role" displays. Click the button to close the message and return to the Select Users for Role grid.

  2. Repeat Step 5 for all users included in the user role. When finished, click the button to close the grid. The selected users display in the Users in Role grid.

  3. Click the button to save the change to the user role. The message "User Role information updated" displays.

  4. Click the button to close the message. The User Roles grid displays.

The User Count column displays the number of users currently assigned to a user role. Click this number to display a popup dialog box that lists the users currently assigned to this role. Also, the User Role field on the User Account Details page is automatically updated with the role assignment.

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