Assign a User to a Role

IMPORTANT

Any changes to a User will only apply once a user is logging back into the Web Application.

It will not take effect in currently active user sessions.

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To assign a user to a role, you must have Administrator role permissions to:

add or update a role
assign users to roles.

You can also assign users to roles on the Roles tab.

Any type of user (authenticated or non-authenticated) can be assigned to a role. If a user is not explicitly assigned to any role by the administrator, they will be assigned to the default role.

As soon as a user is assigned to a particular role, that role's permissions are added to the user's total set of permissions.

To assign a user to a role

From the menu, select Admin Security Security Users. The list of users is displayed.
Locate the user's record in the list and open it.
Double-click on a user's summary row to view and edit its details.
Alternative method: Click on the user's row to select its checkbox, then click Edit.
Go to the User Admin section.
Click next to the Roles table. A selection list of all roles in the system is displayed.
Select the checkboxes of one or more roles you want to assign this user to.
Click OK. The selection list closes and the roles you assigned are listed in the table.
Click SAVE to save this user's details.
Click CLOSE to close the form and return to the Security Users list view.