Working with the 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, they have access to all secured actions within the roles even if each role does not contain the same actions.

To assign a user to a role:

• Access the Role detail view.
• Click the Users tab.
• Click Add Users.
• Use the Lookup option to find and select all users to which you require to assign the role. See Finding records
• Click Add Selected.
• Click Close.

To remove a user from a role:

• Access the Role detail view.
• Click the Users tab.
• Select the record you require to remove and click Remove.
• Click Yes.