Manage users as members of a role

We can view, add, or remove user members, which are users that are members of a role.

To manage user members...

  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 name or description, 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, and then click Manage User Members. The Manage User Members and Child Roles page is displayed.

  4. On the Manage User Members and Child Roles page, complete these steps:

    1. Select User member.

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

    3. In the Search by field, specify the attribute on which to search, and then click Search or Advanced, depending on the type of search to do. The advanced search option opens a new page where you can specify additional search criteria.


Results

The Users table is displayed, listing the user members that match the search criteria.

We can add user members to the role or remove user members from the role. We can also set assignment attribute values to user members of a role.

Click Close to close the page.

Parent topic: Role administration