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Assign Management Roles

Owned by Phillip Hanegan
Feb 07, 2023
3 min read

Assigning Management Roles to users gives those users access to all resources granted to those Management Roles. You can assign Management Roles to individual people, Business Roles and Locations, groups, and Query-Based Collections.

Assign Management Roles to People

  1. On the navbar, expand Role Management and click Management Roles.

  2. Search for the Management Role to which you want to assign people and then click the Display Name link for the role.


    This directs you to the View One page for the Management Role. View pages allow you to view and manage the objects to which they pertain.

     

  3. Expand the People as Members of Management Role accordion and then enter the name of the person you want to add and click the tile for that person.

     

  4. Search for and select any other people you want to add to the role.

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

Before submitting your changes, you can remove one or more people from the cart by clicking the Added icon and then clicking the Remove button beside the people you want to remove, as shown in the below image.

Assign Management Roles to Other Types of Members

  1. On the View One page for the Management Role, select the Advanced tab and then select the Members subtab.

  2. Expand the Other Types of Management Role Members accordion.

  3. Click the Edit button for the specific type you want to add to the role. For example, if you want to assign the Management Role to members of a group, you click the Edit button for that type.

     

  4. Search for and select the specific group, Query-Based Collection or Business Role and Location.

     

  5. Search for and select others as needed.

  6. When ready to commit your changes, click Save.

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