Assigning Users to Roles
Users are assigned to Roles via the Users tab on the Roles page.
From the Administration menu, select Roles.
The User Role Search page will be displayed, listing all current Roles.
Enter a name into the Role Name search field and click the Search button on the page footer to search for an existing role.
Click on the row containing the Role to which you wish to assign users.
The Role Page will be displayed with the Role Details tab in focus.
Select the Users tab.
Users Unassigned to the Role are displayed in the left-hand column, and users assigned to the Role are displayed in the right-hand column.
Select the user you wish to assign to this Role from the left-hand column.
If you wish to select multiple users, first select one, hold down the Ctrl key on your keyboard and select additional users.
Click the single arrow icon to move the users to the right-hand column.
Click the double arrow icon to move all users.
Unassign Users from Roles
Select the user you wish to unassign from this Role from the right-hand column.
If you wish to select multiple users, first select one, hold down the Ctrl key on your keyboard and select additional users.
Click the single arrow icon to move the users to the left-hand column.
Click the double arrow icon to move all users.
Copy Users to a different Role
Current users of the selected Role can be copied to a different Role in bulk if required
Click the Copy Users button to open the Role Lookup Selection.
Search for and select the required Role.
The selected Role details page will be displayed, and details can be amended as required.
Click Save