Associate Role to a User

This article covers associating a Role to a User.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Users.
  4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

    Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

  5. Upon the User Edit page displaying, expand the Employment menu item.
  6. From the available options, click Roles.
  7. Choose a Primary Role for the user.
  8. Then select any number of Alternate Roles.

    Click Primary and Alternate

    Note:

    • Suspended Alternate Roles are visible and display in red as long as they are still associated with a User, allowing administrators to easily identify and manage them. However, suspended Roles that have no associations, are hidden from view.
    • The User can have none or as many Alternate Roles as required.