Assigning users to roles

You can view the Users section to see who has been assigned to a role and then search for and assign users to specifically defined roles in an application.

You cannot add yourself to a role. You must get a user with the ADMIN role to do it for you. (A setting can be changed so you can self-administer roles, but it is done only if your institution decides it necessary.)

To add a user to a role:

On the Administration menu, click User/Role Assignment.
In the Filter Options dialog box, select a Role and/or other filters and click Execute Report.

The Name and External ID are listed for each role a user has.

View/edit user and roles

The check mark in the Auto Loaded column denotes the user/role combination cannot be edited. A client business rule has been defined to automatically grant role access to a specific set of users. You must either select another employee record to edit or add the employee to the role instead.

In the Role column, click the link for the role you want to add users to.

The form lists the User(s) already assigned to the Role and a search box.

Add a user to a role

Search for a user. The External ID is inserted into the search box.
Click add user . The Name associated with the External ID is inserted in to the User(s)list.
After you are finished adding users to the role, click Save, then Close.