Changes

User Role

1,422 bytes added, 20:15, 21 June 2019

no edit summary

When you '''Edit '''an existing role, or after you create and '''Save '''a new role, the page will reload and display a left hand menu that gives you access to different features of the role.

:: [[File:Roles side menu.png|200px160px|border]]{| class="wikitable"|-||'''Main'''|||-||'''Current Users'''|||-||'''Custom Fields'''|||-||'''Portal'''|||-||'''Shortcuts'''|||-||'''Reports'''|||-||'''News Feed'''|||}<br /><br />

==Remove or Add from Current Users==

You are also able to '''Add '''or '''Remove '''users in bulk when you access the '''Current Users '''section of the role's '''Edit Page, '''using the '''Add User '''button.

 

1. Click into the '''Current Users '''tab from the left hand side menu. The list of current users, if any, are displayed.

 

2. Click the '''+ '''icon on the top left that will allow you to add new users to this role. 

 

3. The '''Add User to Role '''screen will launch, with [[Advanced Search|Search]] options including the ability to select certain roles as the results of the search. 

==Current Users==You are also able to * '''Add Tip: '''or If this is a brand new [[instance]], there may be no users in any role - in that case change the role field in the search options to '''Remove No Role Assigned.''' :: [[File:Add user to role.png|800px|border]] 4. Select all of the users in bulk when that you access would like to associate with this role. 5. Click the '''Add '''button.  To '''Remove Users from a Current Users Role, '''section simply go to the list of current users and select the names of the users who you would like to remove from the role. Once at least one user is selected, new buttons will appear at the top of the list that give you the ability to 's '''Edit Page,remove users. '''using the  :: [[File:Remove roles.png|350px|border]] Click '''Add User Yes '''buttonwhen the confirmation message appears if you are certain that you want to remove the selected user(s) from the role.  

=<br />See Also=

* [[Creating User Roles]]

[[Category:Roles]]

• ← Older edit
• Newer edit →

Emmy Fu

2,299

edits