Page created: 30 Sep 2021
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Page updated: 19 Sep 2023
Use the Users page to add roles to users in the directory. Roles determine the permissions for each user when using the system. For more information, see Roles.
- Go to .
- Locate the user you want to edit. You can browse or search for users.
- Click the user entry to open the user details panel.
- Click the Roles tab to see the currently assigned roles.
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Do one or more of the following:
- Add a role. To add roles to the user, click
Grant roles. Select or clear the appropriate
responsibilities. To see all responsibilities, click Available
responsibilities. To see only the currently assigned
responsibilities, click Granted responsibilities. Tip:
Click Select all or Remove all to select or clear all available responsibilities.
- Reduce access for a responsibility. You can choose to grant fewer responsibilities than than your current user account has. Use this feature to limit the user’s access to a particular environment or population. Click the funnel icon, and then select or clear the appropriate environments or populations.
- Remove a role. Locate the role you want to remove, and then clear the check box for that role.
- Add a role. To add roles to the user, click
Grant roles. Select or clear the appropriate
responsibilities. To see all responsibilities, click Available
responsibilities. To see only the currently assigned
responsibilities, click Granted responsibilities.
- Click Save.