The procedure to assign a role to a user account is as follows:
- Navigate to Quick Menu > Security > Access Rights > User Details. The User Details window is displayed.
- Select a user account from the alphabetical list or type their name into the Search Users field. By default the list is filtered to show Current users. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- With the correct user account displayed click on Assign Role. The Assign Role window is displayed.
- Using the Role name drop-down field, select the desired role (e.g. Administrator).
- Using the Functional unit drop-down field, multi-select the functional units that are appropriate for this role assignment, or choose the All option, as required
1.
- Choose an Effective from date for this assigned role i.e. the date at which it becomes active 2.
- Choose an Effective to date to automatically deactivate the role allocation on a specific date in the future; a blank field means the assigned role will remain with the user account.
- Click on Save to assign a single role to the user account or Save & Add to assign further roles, as required. All assigned roles are displayed in the User Roles summary table.
- Click on Save.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.
Note
1 The Search Users field will match against the Full name of the user account and not their User name.
2 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
To create a new role
To create a new user account
To add a functional unit to a user account
