Versions Compared

Old Version 13

changes.mady.by.user IT Stonebranch

Saved on

compared with

New Version 14

changes.mady.by.user Stonebranch

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step 1

Open a User or Group record.

Step 2

For a User, click the User Roles tab. A list of Roles assigned to the User displays.
 
Image Removedimage2023-1-11_11-25-22.pngImage Added
 
For a Group, click the Group Roles tab. A list of Roles assigned to the Group displays.
 

Step 3

Click Edit. An Edit Members pop-up displays that allows you to assign Roles to the User / Group. For example:
 

 

  • The Collection window displays all Roles that have not been assigned to this User / Group.
  • The Roles List window displays all Roles that have been assigned to this User / Group.

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.

Step 5

To assign a Role to the User / Group, move the Role from the Collection window to the Roles window:

  • To move a single Role, double-click it or click it once and then click the > arrow.
  • To move multiple Roles, Ctrl-click them and then click the > arrow.
  • To move all Roles, click the >> arrow.

To unassign a Role to the User / Group, move the Role from the Roles window to the Collection window:

  • To move a single Role, double-click it or click it once and then click the < arrow.
  • To move multiple Roles, Ctrl-click them and then click the < arrow.
  • To move all Roles, click the << arrow.

Step 6

Click Save.

...