Previous Topic: Assigning Users to Roles

Next Topic: Remove Users from a Role


Add Users to a Role

If a user is reassigned or promoted, you can simply move that user to a different existing Role. For example, a Bank Teller who has been promoted can be added to the Bank Manager Role.

Do the following to add a user to a Role:

  1. From the Administration tab, click the Role subtab.
  2. Select a Role from the Role list.
  3. Select the Definition tab.
  4. Find the "Members" section.

    Two lists are displayed, Available Users and Selected Users.

    The Available Users in the list are displayed as follows:

    Any of the Users can be added as a member to this Role.

  5. Select one or more names in the Available Users list.

    Note: Hold Ctrl or Shift while clicking to select more than one user

  6. Click the single right arrow between the two lists to add the selected users

    (Optional) Click the double right arrow to add all the users to the Role.

  7. Click Update at the top right of the pane.

    Note: Additionally, if your Role has the right to edit a user, you can add and remove Roles from a single user from the User panel. For more information, see User - Member Of.