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Roles | Permissions | Fields |
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| - Read any user.
- Edit any user.
| |
| - Read any user.
- Update specific fields in its own details (see Fields).
First Name Middle Name Last Name Email Time Zone Title - Department
Business Phone Mobile Phone
|
|
| - Read its own user record (details).
- Read its own Role, Permissions, and Member of Groups (group membership),
but cannot read any Group record. - Update specific fields in its own details (see Fields).
| First Name Middle Name Last Name Email Time Zone Title Department Business Phone Mobile Phone
|
...
Step 1 | Open the User or Group record. |
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Step 2 | Click the Group Members tab. For a User, a list of all groups to which the user is assigned displays: ![](https://stonebranchdocs.atlassian.net/wiki/download/thumbnails/5833558/image2022-11-2_19-25-53.png?version=1&modificationDate=1667431385000&cacheVersion=1&api=v2&width=800) For a Group, a list of all users assigned to the group displays. |
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Step 3 | For a User, either: Html bobswift |
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<ul>
<li> Click <b>New</b> to |
Html bobswift | and automatically assign the User to it.
<li> Click <b>Edit</b> to display an <b>Edit Members</b> pop-up that allows you to assign the User to existing Groups.
</ul>- and automatically assign the User to it.
- Click Edit to display an Edit Members pop-up that allows you to assign the User to existing Groups.
![](https://stonebranchdocs.atlassian.net/wiki/download/thumbnails/5833558/image2022-11-2_19-27-24.png?version=1&modificationDate=1667431476000&cacheVersion=1&api=v2&height=400) For a Group, either: html-bobswift<ul>
<li> Click <b>New</b> to | create a User Html bobswift | and automatically assign it to the Group.
<li> Click <b>Edit</b> to display an <b>Edit Members</b> pop-up that allows you to assign existing Users to the Group.
</ul>- Click New to create a User and automatically assign it to the Group.
- Click Edit to display an Edit Members pop-up that allows you to assign existing Users to the Group.
|
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Step 4 | To filter the Users/Groups listed in the Collection window, enter characters in the text field above the Name column. Only Users/Groups containing that sequence of characters will display in the list. |
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Step 5 | To assign a User to a Group, move the User/Group from the Collection window to the List window: html-bobswift<ol>
<li> - To
- move
- a
- single
- entry,
- double-click
- it
- or
- click
- it
- once
- and
- then
- click
the <b>></b> arrow.
<li> To move multiple entries, - the > arrow.
- To move multiple entries, Ctrl-click
- them
- and
- then
- click
the <b>></b> arrow.
<li> To move all entries, click the <b>>></b> arrow.
</ol>
To unassign the User to a Group, move the User/Group from the <b>List</b> window to the <b>Collection</b> window:
<ol>
<li> To move a single entry, double-click it or click it once and then click the <b><</b> arrow.
<li> To move multiple entries, Ctrl-click them and then click the <b><</b> arrow.
<li> To move all entries, click the <b><<</b> arrow.</ol>- the > arrow.
- To move all entries, click the >> arrow.
To unassign the User to a Group, move the User/Group from the List window to the Collection window: - To move a single entry, double-click it or click it once and then click the < arrow.
- To move multiple entries, Ctrl-click them and then click the < arrow.
- To move all entries, click the << arrow.
|
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Step 6 | Click Save. |
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Anchor |
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| Navigation Visibility for Groups |
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| Navigation Visibility for Groups |
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|
Navigation Visibility for Users and Groups
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