Assigning Roles to a User

The Assign Role to Users component allows you to assign the selected role to users. To access the Assign Role to Users component from the Role Summary, click the Assign Role to Users quick link.

On the Assign Role to Users component, each row represents a user to whom the role is assigned. The system displays the following fields for each user:

To assign the role to users, click the Select Users button. In the Select Users window, select users as needed, and then click the Add to Role button to assign those users the role.

To delete a newly added role assignment, click the Delete button on the role's row. The system deletes the row immediately.

To delete a saved role assignment, select Delete from the Action menu on the role's row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

Click the Save button to save your changes. Keep in mind that newly assigned roles do not appear on the Home menu until the next time the user logs on or refreshes the page.

Note: You can also assign roles to a user on the User Roles tab of the User Summary component (see Maintaining User Roles).