In this topic Hide
This related item is used to allocate one or more roles to a user. A role is a set of defined access to Page Views, reports and eForm templates, as a kind of template, for a specific type of user or position.
This is an easy and consistent way of allocating access to users with the same needs or that complete the same tasks in the same modules (functional areas). Roles are set up in Roles.
If you have the required access to change your own User record, be aware that if you make changes to this related item and save, changes will be applied immediately, which may impact your access or permissions and result in limited functionality.
Menu path: RME > Users > Users (Search) > Users > User Role Allocation
To allocate a role to a user, follow these steps:
1. In the User details page, open the User Role Allocation related item.
2. At the far right of the related item, click Add. To view an existing item, click the Open icon next to it in the grid.
3. All the roles will be displayed. For each role you want to add to the user, in the first column, tick the checkbox.
4. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
To remove a role from a user, follow these steps:
1. In the User details page, open the User Role Allocation related item.
2. For each role you want to remove from the user, in the first column, un-tick the checkbox. If you want to remove all the roles for that user, un-tick the checkbox in the column header.
3. Click the Delete link to the top right of the grid.
4. In the confirmation popup, click OK. If you don't wish to delete it, click Cancel.
See: Export
• Roles
Product Key: Modules - Core
Page ID: USE005.htm