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  1. On the navbar, expand Role Management and select Query-Based Collections (SetGroups).

  2. Search for the target collection and click the Display Name link for it.


    This directs you to the View page for the Query-Based Collection. View pages allow you to view and manage the objects to which they pertain.


  3. On the View page, expand the Access Granted to Query-Based Collection accordion and click the Add button.


    This opens the Grant Actor Access page. You use this page to select and scope the Access Levels you are assigning.

  4. In the Which Type of Access panel of the page, do the following:

    1. Assign Direct to Resource or Other Method Select the type of assignment

      • Direct Select this option if you want to assign access to a specific resource, such as a single group

      • By Location Select this option if you want to assign access to all resources in a specific location (and below if the location has child locations), such as all groups in Boston

      • Relative Select this option if you want to assign access to all resources relative to members of the collection, such as all groups in a person’s locations

      • Belonging to which group Select this option if you want to assign access to all users and people who are members of the selected group(s)

      • Belonging to which Management Role Select this option if you want to assign access to all people who are members of the selected Management Role(s)

      • Belonging to which Query-Based Collection Select this option if you want to assign access to all objects belonging to the Query-Based Collection

    2. Resource Type Select the resource type for which you are assigning the BRL access, such as Group (Security)

    3. Access Level Select the Access Level you are assigning to the collection such as Member

  5. In the Where: Select Resources or a Location panel, search for and select the target resource(s) or the target location (for By Location assignments)

  6. In the Why & for How Long? panel, do the following:

    1. Comment or Justification Enter a comment about the assignment; optional

    2. Access Starts Click the field and select a start date and time from the calendar; if a start date is not selected, access begins immediately

    3. Access Ends Click the field and select an end date and time from the calendar; if an end date is not selected, access continues perpetually

    4. Click Add.

  7. Repeat steps 6 through 8 for each assignment you want to make.

  8. When ready to commit your changes, click Submit.

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