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To Add or Remove Users to a Role

This section contains the following topics:

To Add Users to a Static Role

  1. Select the role to modify and click on the Properties arrow.
  2. Choose Users from the View menu in the Data pane.
  3. Click Add.
  4. Enter the information for the search criteria. You can choose to search for users based on one or more the displayed fields The fields are:
  5. Return Users By. Allows you to specify the value returned by the search.

    Match. Allows you to include an operator for any the fields you wish to include for the filter. ALL returns users for all specified fields. ANY returns users for any one of the specified fields.

    First Name. Search for users by their first name.

    User Status. Search for users by their status (active or inactive).

    User ID. Search for a user by User ID.

    Last Name. Search for users by their last name.

    Full Name. Search for users by their full name.

  6. Click Next to begin the search. The results of the search are displayed.
  7. Choose the users from the names returned by selecting the checkbox next to the user name.
  8. Click Finish.
  9. The Users are now assigned to the role.

To Remove Users from a Role

  1. Navigate to the Organization that contains the role to modify.
  2. Choose Organizations from the View menu in the Identity Management module and select the organization from the Navigation pane.

  3. Choose Roles from the View menu.
  4. Select the role to modify.
  5. Choose Users from the View menu.
  6. Select the checkbox next to each user to be removed.
  7. Click Remove.
  8. The users are now removed from the role.


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