Once a custom role is created, users can be assigned
to the role in the following ways:
Edit Role Membership
(described below)—From
the Roles
Administration page, you can assign one or more users to a role.
Add Agent—On the Add
Agent page, all Agent roles are available to assign to a newly
created Agent.
Edit Agent—On the Edit
Agent page, all Agent roles are available to assign to an existing
Agent.
Add Customer—On the Add
Customer page, all Customer roles are available to assign to a
newly created Customer.
Edit Customer—On the Edit
Customer page, all Customer roles are available to assign to the
existing Customer.
Auto-Add Customers—Auto-added
Customers can be assigned to any custom or built-in role.
User
Import—Users
imported from a comma-delimited text file can be assigned any built-in
or custom role.
Refer to the individual topics listed above for complete
instructions on adding/editing users with the various methods.
Edit Role Membership
Once you have created a role, you can assign one or more
users to that role from the Edit
Role Membership page. This
allows you to quickly assign and re-assign multiple users at once to a
role.
To use this feature:
Select Administration
| Workspace | User Roles from the FootPrints
Toolbar.
On the User
Roles administration page, select a role from the drop-down list
and click Edit
Role Membership. The
Role
Membership page is displayed. This
page lists the current users who belong to the role on the left in the
Members
field and other Workspace members on the right in the Other
Workspace Members field. The
other Workspace members are listed with their current assigned Role.
To:
Assign
a user to this role, select the name from the Other
Workspace Members field and click the left arrow button. The
user's name is displayed in the Members
field.
Unassign
a user from this role, select the name from the Members
field and click the right arrow button. You are prompted to reassign roles
on the next page for any users unassigned on this page.
A summary of the changes you've made are listed
in the box below for your reference.
When you are finished
assigning and unassigning users to and from this role, enter your password
and click Save.
If any users were
unassigned from the role on the previous screen, a list of users is displayed,
each with a drop-down list of roles. Select the new role for each user,
then click Save.
The users now have the permissions of the new roles assigned
to them. You can change their role at any time from this page or from
the Edit
Agent page.