Manage User Assignment for a Role
For a role to become effective, it must have users assigned. The users assigned to the role are then associated with any features that are turned on or off within the role as well. Follow the steps below to learn more about managing user assignments for a role.
Accessing the Assign Users Interface
Locate the role you need to assign or un-assign users for and access the Assign Users interface by doing the following:
- Click the Actions button.
- Select Users to access.
Using the Assign Users Interface
Managing User Assignments Using the Assignment List Panes
Click to expand the sections below to see additional details.
Available Users
Displays all users available for assignment to the role and allows you to assign users.
- Available Users List – List of selectable users available for assignment.
- Selected/Available Users Count – Displays the total number of users selected out of the total number of users available for assignment to the role.
- Search Icon – Clicking this icon displays the Search field. Enter text in this field and click the Magnifying Glass icon to search for a specific users that are available for assignment to the role.
- Selection Indicators – When a list item is selected, this circle displays a check mark.
- Select All – Clicking this button selects all available users.
- Assign Users – Button used to assign the selected user(s). Clicking this button moves the selected user(s) over to the Assigned Users section.
Assigned Users
Displays all users currently assigned to the role and allows you to remove them.
- Assigned Users List – List of selectable users currently assigned to the role.
- Selected/Assigned Users Count – Displays the total number of users selected out of the total number of users assigned to the role.
- Search Icon – Clicking this icon displays the Search field. Enter text in this field and click the Magnifying Glass icon to search for a specific user or users that are assigned to the role.
- Selection Indicators – When a list item is selected, this circle displays a check mark.
- Select All – Clicking this button selects all assigned users.
- Remove Users – Button used to remove the selected user(s). Clicking this button moves the selected user(s) over to the Available Users section.
Saving Changes
Save any changes by clicking Save, or click Cancel to cancel the operation.
NOTE:
If canceling the operation, a Confirm Navigation panel displays. Click Leave Page to confirm canceling. To close the panel and return to the previous task, click Stay on Page.
