Users Tab

Use the Users tab to assign one or more users to a role or to remove a user from a role. When a user is assigned to a role, the user has access to the actions defined in that role. If a user is assigned to more than one role, he/she will have access to all secured actions within the roles even if each role does not contain the same actions.

How Do I?

Assign a user to a role

1. Open the Role Detail view.
2. Click the Users tab.
3. Click Add Users.
4. Use the lookup to find and select all users to which you want to assign the role.
5. Click Add Selected.
6. Click Close when finished.

Remove a user from a role

1. Open the Role Detail view.
2. Click the Users tab.
3. Select the record you want to remove and click the Remove button.

4. Click Yes.

Related Topics

What are Roles and Secured Actions?

Creating a Role

Editing or Deleting a Role