Manage a User's Role

Regional Administrators can add a location or role to a user's account, while divisional Administrators can manage certain aspects of those locations and roles.

To manage roles

1. On the upper right, click System Settings.

2. On the left, under Users & Devices, click Users. The Users page opens.

3. Locate the user and on that row, click the edit icon. The User Administration - Update page opens.

4. Toward the bottom, click Manage Roles. The User Role Administration window opens.

   If a feature does not appear in this page (such as the edit icon or the Add Role button), you do not have access to that feature.

5. To add a role for this user:

   1. Click Add Role. The Add Role window opens.

   2. For Location, begin typing the name of the location. The Location list filters for locations matching that name. Select the correct location.

   3. For Role, begin typing the name of the role. The Role list filters for roles matching that name. Select the correct role.

   4. If you want this to be the user's default role, select the Default checkbox.

   5. Click Save. The Add Role window closes.

6. To edit a user's role for a location:

   1. Locate the role you want and on that row, click the edit icon. The Edit Role window opens.

   2. For Role, begin typing the name of the role. The Role list filters for roles matching that name. Select the correct role.

   3. If you want this to be the user's default role, select the Default checkbox.

   4. Click Update. The Edit Role window closes.

7. To change a user's default location:

   1. Locate the role you want and on that row, click the edit icon. The Edit Role window opens.

   2. Select the Default checkbox.

   3. Click Update. The Edit Role window closes.

8. To delete a user's location/role:

   1. Locate the role you want and on that row, click the delete icon. A window opens asking you to confirm the deletion.

   2. Click OK. The window closes and the location/role is permanently removed.