Link Roles to a User

Purpose

Select the Roles to which the User is assigned at applicable Sites, and assign Rights to functions that the User has not inherited from a specific Role at a specific Site.

For example, Tom Brown is assigned to the “Maintenance Managers” Role at “Jam Site 1” and to the “Maintenance Managers” Role for the “OILS” virtual Site.

Before you start

• Configure the Sites at which the User can access the system.
• Configure the Roles to which the User is assigned and specify their Rights.

How to… Link Roles to a User

1.   Click  then User Roles in the toolbar on the User edit window.
The Roles for User window opens.

2.   Click +.

3.   Double-click in the Role Code field then select a Role from the lookup list.
The selected Role's Code and Description are displayed.

4.   Link Sites to the selected Role for this User.
Refer to Link Sites to a Role for a User.

5.   Save the records.

Data fields

These data fields are selected for each Role.

As a result...

• A User inherits access Rights from each Role that is assigned to the User at the specified Sites.

• Rights Changed is ticked on the Users browse window and user edit window.

Please note!

• Rights for Roles are specified using the Shared Configuration - Roles menu option. Refer to Roles > Link Rights to a Role for more information about Rights.
• The access Rights that the User inherits from the Roles that are assigned to the User are not displayed on the User Rights window. Use the Shared Configuration - Roles menu option to view the Rights for the Role.

Business rules

• A Role can only be assigned to active Users.

Linked details

• Role Sites

What can I do?

These non-standard tools are available on the Roles for User window.

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