Manage user roles

On the Roles page, you see what each role may do. You change the role of a user in the User List.

Userin the User List→Roleone or more per user→Rights per areaManage may edit, View may only view

Before you start

• You need the permission User List at the Manage level.
• The available roles differ from customer to customer. What the permissions mean is described in Access and permissions.

Steps

View roles

1. Open Roles

   In the Users menu, choose Roles.

   

2. Read the role list

   The list shows all roles you may assign, with description, modules and the number of users (Users).

   

3. Open a role

   Click the name of a role.

   

4. Read the rights

   The Permission Details appear on the right. Manage lists what the role may edit, View lists what it may only view. The Roles page is for viewing only, you cannot change anything here.

   

Change the role of a user

1. Open User List

   In the Users menu, choose User List.

   

2. Edit the user

   For the user, click the pencil icon Edit in the Action column.

   

3. Swap the role

   Open the User role field. Remove the previous role and choose the new role from the list.

   

4. Update

   Click Update.

   

Result

The new role applies to the user. Point the mouse at the person icon in the Role column to check the current role.

Problems?

A role is missing from the list. You only see the roles you are allowed to assign. If one is missing, use the contact form.

Watch the whole process as a video (38 seconds)