1 | Description

When a Role has been created, a user(s) can be assigned to that role which helps govern permissions when accessing data or viewing pages, etc.  For example, business rules or scripts can be written to look up if the user is in a certain role before allowing access to information, or the use of permissions on certain things like Business Objects can be utilized.

Assigning users directly to Roles

You can also add users to a Role directly by following steps in section 2.3 Role

2 | Steps

  1. Navigate to User Management > Users and click on the blue hyperlinked name of the user to be assigned to a role:


  2. Click on the User Roles tab which shows a list of all roles the user is already assigned to (if any).  For instance, on the left side column will appear all the roles in the system that the user is not already assigned to; and on the right are any roles that the user is assigned to:

    Filter roles by solution

    The initial view of roles will be all roles available on the tenancy and if you need to filter the roles by application (as typically roles are created based on the requirements of a solution), you can use the quick filter drop down in the top right which shows each solution in the system to filter by:

  3. To add or remove a role, click the Edit button:


  4. To add a role to a user, select the role(s) from the left column using the checkbox then click the right arrow (or right double arrow  if adding all roles):


  5. To remove a role from a user, select the role(s) from the right column using the checkbox then click the left arrow (or left double arrow  if adding all roles):


  6. Click Save to commit the change or Cancel to exit without saving:
  • No labels