Difference between revisions of "User Roles"

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[[File:UserRolesScreen.png|right|frame|User Roles Screen]]
[[File:UserRolesScreen.png|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 />
<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;">User Role Functions</h3><br />
Click the "Accounts" tab to see, and manage, the list of the Accounts in the [[Groups|Group]].<br /><br />
Click the "Roles" tab to view the user's current Role(s). 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.<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 />
To change the user's Role, click the [[User Actions|Actions tab]].<br /><br />
* '''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.
* '''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.
* '''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 />


<small>[[Media:UserRoles.pdf|PDF format]]</small><br />
<small>[[Media:UserRoles.pdf|PDF format]]</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0067 Rev A</small></div>
<div style="text-align: right;"><small>GC-01-OUM-0067 Rev A</small></div>

Revision as of 21:32, 26 November 2013

Groups
User Roles Tab


User Roles Screen

User Role Functions


Click the "Roles" tab to view the user's current Role(s). 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.

To change the user's Role, click the Actions tab.

PDF format

GC-01-OUM-0067 Rev A
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