Assigning a Role to a User (or Removing One)

To change which roles a user has for a particular organization:

1. Go to User Management tab, Users tab.
2. In the left pane click the user's home organization - that is, the organization in which the user was created.
   If you do not know the user's home organization, click each organization in turn till you see the user name in the Users tab.

3. Click the user row in the Users tab. Then on the menu bar, click Edit User.

4. Click the Roles tab.
   The upper pane shows organizations for which the user has any defined roles, and those roles.
   The lower pane allows you to change the roles that a user has for an organization.

5. In the lower pane, click an organization and select the roles you want to give the user for that organization.

   Note: Roles given for an organization propagate to subsidiaries.

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creating and editing roles

creating and editing organizations

Topic:  Published: 27-Jun-2012