There may be times you want to revisit User-Roles and assign or unassign more than one at a time.
Assign/Unassign multiple Users to Roles
- On the main menu, click Settings, and then click Company.
- In the Security section, click Set Role Memberships.
- A pop-up window will appear from where you can assign/un-assign multiple users to roles within a department
- First select the Department from the pull down list.
- The window will display a list of users and the roles they play in the selected department
- The next column displays the roles they play across all departments
- To view the assignments by Role, you can click on the Assignments by Role tab
- From the Users drop-down list, select the name of one or more users
- In the Roles drop-down list, select the role or roles you wish to assign to that user(s)
- Click Assign. The selected user is added to the department with the assigned role.
- Similarly, if you wish to Unassign a user(s) from Roles they play, select the users and the roles you wish to unassign, then click on UnassignLogin with a user with administrator privileges and click on Administration option under the user profile.
- Under the Account Management section, click Access Control.
- Click on the user icon besides the role name to which you wish to associate your users.
- In the new pop-up, select/assign your users under the workspace you wish and click Save.
The users will inherit the privileges assigned to the roles.