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Users

The Users menu provides a way to search for an employee and view all the roles and permissions assigned to them. In addition, Constraints can be set for the user to control certain aspects of Role Permissions.

Click on Users in the left navigation menu.

  • In the Select User text box, type a portion of the employee name or employee number and the list will filter, narrowing down the search results. Click on the employee to update.
  • The Roles and Permissions for the selected user display in the grid, grouped by Role. Each Role is shown with the associated Permissions.
  • To remove a Role from the user, click on the minus sign to the right of the Role name, and the Role and its associated Permissions will be removed.
  • Click Add Role to add an existing Role to the user.
  • Select a Role from the drop-down list and the list box below will display the Permissions associated to the Role.
  • Click Save to add the Role to the user, otherwise click Close.

Note that Permissions which are inherited will display with a visual indicator. Hovering the mouse over the icon will display the Role from which the Permission is inherited.

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