Maintaining Security › User Roles › Assign a Role to a User

Assign a Role to a User

Important! Verify that the user completing this task belongs to a role in which role management access is enabled. In addition, if you do not assign a role to a user, the Administration tab is hidden from the user.

You can assign a role to a user to define a focused view of the product and determine what they see when they log in. For example, assign an administrator to the system configuration role. You can assign a user to only a single role. Save a user as a contact before you assign the user to a role.

Note: Remove a user from their previous role before assigning a new role to the user.

To assign a role to a user

1. Click Administration, User/Role Management.
2. On the left, expand the Role Management menu.
3. Click Role Search.
4. Search for and select a role.

   The role details appear.

5. In the Role Contact area of the page, click Assign Contact.

   All users not assigned to a role appear.

6. Select the user for which you want to assign the role.
7. Click OK.
8. Click Save.

   The role is assigned to the user.