Difference between revisions of "User Roles"

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<table><tr><td>
<table><tr><td>
[[File:PeopleIcon.png|left|Groups]][[File:RolesTab.png|User Roles Tab]]</td></tr>
[[File:PeopleIcon.png|left|Users]][[File:Roles_Tab.png|User Roles Tab]]</td></tr>
</table><br />
</table><br />


[[File:UserRoles.png|right|frame|Manage User Roles]]
[[File:User_Roles_Page.png|400px|thumb|right|frame|User Roles Screen]]
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
===User Role Functions===
Click the "Accounts" tab to see, and manage, the list of the Accounts in the [[Groups|Group]].<br /><br />
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Click the "Roles" tab to view the [[Users|user's]] current Role(s). See [[User Roles and Privileges]] for a complete list of roles and their definitions.
* If the Role is at the [[Distributors|Distributor]] level, clicking the user's role will take you to the Manage Distributors screen for that Distributor.
* If the Role is at the [[Groups|Group]] level, clicking the user's role will take you to the Manage Groups screen for that Group.
* If the Role is at the Account level, clicking the user's role will take you to the Manage Accounts screen for that Account.
* If the Role is at the Resident level, clicking the user's role will take you to the Manage Residents screen for that Resident.<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Functions for Groups</h3><br />
===Changing and Deleting Roles===
* '''Search''' - To search for a particular Account, enter a full or partial Account name into the textbox, and then click the "Refresh" button or press the [Enter] key.
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* '''Filter''' - Click the "Filter" button if you want to show a list of ''all'' Accounts, a list of only the ''active'' Accounts, or a list of only the ''disabled'' Accounts.
* To change the user's role, click the [[User Roles and Privileges|Roles tab]], and add the new role. Then return to this screen to delete the first role.
* '''Manage Accounts''' - The Accounts are listed in alphabetical order by name. Click on an Account to see more information about it, and to have access to the Manage Accounts functions.<br /><br />
* You may not delete a user's ''only'' role. If a user has more than one role, each role will be displayed with an "X". Click the "X" to delete a role.<br /><br />
 
<small>[[Media:GroupAccounts.pdf|PDF format]]</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0061 Rev A</small></div>

Latest revision as of 20:03, 18 September 2017

Users
User Roles Tab


User Roles Screen

User Role Functions


Click the "Roles" tab to view the user's current Role(s). See User Roles and Privileges for a complete list of roles and their definitions.

  • If the Role is at the Distributor level, clicking the user's role will take you to the Manage Distributors screen for that Distributor.
  • If the Role is at the Group level, clicking the user's role will take you to the Manage Groups screen for that Group.
  • If the Role is at the Account level, clicking the user's role will take you to the Manage Accounts screen for that Account.
  • If the Role is at the Resident level, clicking the user's role will take you to the Manage Residents screen for that Resident.

Changing and Deleting Roles


  • To change the user's role, click the Roles tab, and add the new role. Then return to this screen to delete the first role.
  • You may not delete a user's only role. If a user has more than one role, each role will be displayed with an "X". Click the "X" to delete a role.

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