Difference between revisions of "User Roles"

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[[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>
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[[File:UserRolesScreen.png|right|frame|User Roles Screen]]
[[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;">User Role Functions</h3><br />
===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.<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 />


To change the user's Role, click the [[User Actions|Actions tab]].<br /><br />
===Changing and Deleting Roles===
 
<br />
<small>[[Media:UserRoles.pdf|PDF format]]</small><br />
* 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.
<div style="text-align: right;"><small>GC-01-OUM-0067 Rev A</small></div>
* 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 />

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.