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Modifying a User Role

You can modify a user role by changing the role name and/or description, redefining the permissions for the user role, and removing user accounts assigned to the user role.

Click a Role Name in the User Roles grid to modify that user role.

The WSC Admin and System Administrator roles are created when the LINQ EP software solution is implemented. Both default roles have access to all LINQ EP administrative functions. The following rules apply to the System Administrator user role:

  •  You can update only the Role Timeout (Minutes) field value; all other fields are protected information.

  • You cannot delete the default System Administrator role.  

The WSC Admin user account is available only to the LINQ support team. This user account is not visible to the LINQ EP System Administrator.

 

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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.

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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Modifying a User Role

Follow these steps to modify a user role's name, description, and permissions if your user account belongs to a role that is granted permission to assign or modify user roles.

  1. Click the Users Roles link on the Admin Home page.

  2. In the User Roles grid, click the Role Name to display the Modify User Role page.

  3. In the Role Timeout (Minutes) field, type the number of minutes that a user's portal session must be inactive before the portal session times out. This field applies only when the Portal Timeout Set By field equals User Roles on the System Settings — General tab. The default is 20 minutes.

  4. Make the necessary changes to the information displayed.

  1. Click the button to save the change. The message "User role information updated" displays.

  2. Click the button to close the message and return to the User Roles grid. Note that the User Count is updated for the modified user role.

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Deleting a User Account from the User Role

Follow these steps to remove a user account from the user role if your user account belongs to a role that is granted permission to assign or modify user roles.

  1. Click the Users Roles link on the Admin Home page.

  2. In the User Roles grid, click the Role Name to display the Modify User Role page.

  3. In the User in Role grid, click the Delete button that corresponds to the user account to be removed from the role. The message "User deleted from role" displays.

  4. Click the button to close the message.

  5. Click the button to save the change. The message "User role information updated" displays.

  6. Click the button to close the message and return to the User Roles grid. Note that the User Count is updated for the modified user role.

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Deleting a User Role

You must remove all user accounts assigned to the user role before deleting that user role.

Follow these steps to delete a user role.

  1. Click the Users Roles link on the Admin Home page.

  2. In the User Roles grid, click the Delete button that corresponds to the user role to be deleted. The message "User role deleted" displays.

  3. Click the button to close the message and return to the User Roles grid. Note that the User Role no longer displays in the grid.

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