Add a user to the membership of a static organizational role

To add a user to membership in a static role:

  1. From the navigation tree, click Manage Roles.

  2. On the Manage Roles page:

    1. Enter information about the role in the Search information field.

    2. In the Search by field, specify whether to search against role names or descriptions, or against business units, and then click Search. A list of roles that match the search criteria is displayed.

    3. In the Roles table, click the icon (Context menu icon) next to the role to which to add members, and then click Add User Members. The Add User Members page is displayed.

  3. On the Add User Members page:

    1. Enter information about the user in the Search information field.

    2. In the Search by field, select the attribute on which to search, and then click Search, or click Advanced, depending on the type of search to do. The advanced search option opens a new page where we can specify additional search criteria. The Users table is displayed, listing the users that match the search criteria.

    3. In the Users table, select the check box next to one or more users to add to the membership of the role, and then click OK. Selecting the check box at the top of this column selects all users. We cannot select a user that is already a member of the role.The Associate Role Assignment Attributes page is displayed.

    The Associate Role Assignment Attributes page is displayed only if you defined role assignment attributes when creating the role.

  4. On the Associate Role Assignment Attributes page:

    1. Enter values for the role assignment attributes.

    2. Click Continue. A confirmation page is displayed.

  5. On the Confirm page, specify the date and time for the user members and role assignment attributes to be added. Then click Submit. Click Back to return to the previous page.

A Success page is displayed, indicating that you successfully added the user members to the role membership.

View the status of the request, or click Close.

Parent topic: Role administration