Difference between revisions of "User Roles"

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[[File:PeopleIcon.png|left|Users]][[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: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).  
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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 [[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 [[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 [[Accounts|Account]] level, clicking the user's role will take you to the Manage Accounts screen for that Account.  
* 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 [[Residents|Resident]] level, clicking the user's role will take you to the Manage Residents screen for that Resident.<br /><br />
* 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;">Changing and Deleting Roles</h3><br />
===Changing and Deleting Roles===
* To change the user's role, click the [[User Actions|Actions tab]], and add the new role. Then return to this screen to delete the first role.
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* 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.
* 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 />
* 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:UserRoles.pdf|PDF format]]</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0067 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.