Maintaining User Roles

The User Roles tab on the User Summary allows you to maintain the security roles that are assigned to the selected user. The top part of the tab contains the following information about the user:

• Person ID

• User ID

• Associated to Directory

• Agency User

• Disable User

• Vendor Access

The lower part of the tab contains a list of all the security roles currently assigned to the user. To change information for an assigned role, click anywhere in that role's row. The system highlights the row in blue and displays information in labeled fields. You can view or change information in these fields:

• Role

• Role Description

• Active Role

• Effective Date

• Expiration Date

• Status

• Can Update Approved Mix Design

• Svc Auth Role

• Note: The Expiration Date is the date that approval or effectiveness for the role ends, as of 12:01AM on that date. You can enter any date that is later than the Effective Date for any role except the active role. For the active role, you must enter a date greater than, but not equal to, the current date.

To set a role as the active role for the user, select Set as Active Role from the Actions menu on the appropriate row.

• Note: The Set as Active Role action is available only if the user role you are currently logged on with is assigned access to the appropriate service.

To delete a role assignment, select Delete from the Actions menu on the role's row. To reverse the delete action, click the Undo button.

To enable the user to access system data from an outside application, select the Service Authorization Role check box for the appropriate role. The selected role indicates the level of security access to system data the user will have when connecting from an outside application. Only one role per user can be specified as the Service Authorization Role. For information about configuring the system to allow connections from outside applications, see Authorization Model Service.

Adding a New Role to the User

To add one or more security roles to the user, follow these steps:  

1. On the User Summary, click the User Roles tab, and then click the Select Roles button.
   
   The system displays a modal window for adding user roles.

2. In the modal window, locate the role you want to add to the user by typing criteria in the Quick Find search box or click Show first 10.
   
   The system lists all the roles that meet your search criteria.

3. Click the row for each role you want to assign.
   
   The system adds a check mark beside each role you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to User button.
   
   The system closes the modal window and adds the new roles to the list on the User Roles tab.

Copying Roles from Another User

If you want to assign the same roles to the selected user as those that are assigned to another user, you can save time by simply copying those roles. Once copied and assigned to the new user, you can then make any minor changes required for the new user.

Follow these steps to copy a user's roles:

1. On the User Summary, click the User Roles tab, and then select Copy Roles from Another User from the list Actions menu.
   
   The system opens a modal window for selecting person records.

2. In the modal window, locate the person record from which you want to copy roles by typing criteria in the Quick Find search box.
   
   The system lists all the persons that meet your search criteria.

3. Click the row for the person from which you want to copy roles.
   
   The system adds a check mark beside your selection and shades the row. To cancel a selection, click the selected row again.

4. Click the Save button.
   
   The system closes the modal window and adds the new roles to the list on the User Roles tab.

Related topics:

Maintaining a User