Adding a User to a Security Role
How to add a user to a security role using the Security module. Once a user is added to a new role they will immediately gain access to any modules or pages restricted to the members of the selected role. The user may need to refresh their to view additional areas of access. There is no limitation on the number of roles that a user can belong to.
- Navigate to >
Security - OR - Go to a Security module.
- Click the Manage Users
button beside the required role.
- At User Name, select a user name from the drop down list - OR - Enter a user name and then click the Validate link. If the user name remains in the text box then it is 'valid'.
- Optional. At Effective Date, click the Calendar
button and select the first date the user can access this role. Where no date is selected access will be immediately granted. See "Working with the Calendar"
- Optional. At Expiry Date, click the Calendar
button and select the last date the user can access this role. Where no date is selected access will not expire.
- Optional. At Send Notification?, mark
the check box to send a notification email to the user (default option) - OR - unmark
the check box to add the user to a role without sending them notification.
- Click the Add User to Role button. The name of the user will be added to the list of users associated with this role.
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