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. See Actions tab

To view the Roles tab, access the User detail view and click the Roles tab. See User detail view

On this page you can:

• Assign a user to a role:
  • Click Add Role.
  • Use the Lookup option to find and select any roles to which the user must be added. See Finding records
  • Click Add Selected. You cannot add the same role more than once.
• Remove a user from a role:
  • Select the record you require to remove and click Remove.
  • Click Yes.