Working with the Roles Tab

Use the Roles tab on the User Detail view to assign or remove a user from a role. When a user is assigned to a role, the user is authorized to access the actions defined for that role. If a user is assigned to more than one role, the user is authorized to access all the secured actions within the roles even if each role does not contain the same actions.

To open the Roles tab, open the User Detail view and click the Roles tab.

On this page you can:

• Assign a user to a role:
  1. Click (Add Role).
  2. Use the lookup to find and select any roles to which the user must be added.
  3. Click Add Selected.

     You cannot add the same role more than once.

• Remove a user from a role:
  1. Select the record you want to remove and click (Remove).
  2. Click Yes.