10.3.3.2. Role’s Users and Groups

In this tab, you can assign a role to multiple users and/or groups. You can also remove users and/or groups assigned to a role.

*For guidance on common application features and functions, please refer to the dedicated section

1. Role: This is a single-select dropdown field that retrieves the list of roles within the organization. It allows you to select the role you want to manage in terms of user and group assignments.
   • If users have not already selected a role prior to switching tabs, they can select one using this field.
2. User: This is a single-select dropdown field that retrieves the list of users within the organization. It allows you to select the specific user you want to associate with the chosen role.
3. Add Role to User: This button allows you to assign the selected role to the selected user.
   • The selected user will then populate the Role’s Users grid.
4. Remove Role from User: This button allows you to remove or dissociate the selected role from the selected user.
   • To remove, select the user from the grid (by double-clicking) and then click on the Remove from Role’s Users button.
5. Group: This is a single-select dropdown field that retrieves the list of groups within the organization. It allows you to select the specific group you want to associate with the chosen role.
6. Add Role to Group: This button allows you to assign the selected role to the selected group.
   • The selected group will then populate the Role’s Groups grid.
7. Remove Role from Group: This button allows you to remove or dissociate the selected role from the selected group.
   • To remove, select the group from the grid (by double-clicking) and click on the Remove from Role’s Groups button.
8. Role’s Users: This field is automatically populated once a role has been selected. It lists the users that are currently associated with the selected role.
9. Role’s Groups: This field is automatically populated once a role has been selected. It lists the groups that are currently associated with the selected role.
10. Export: This button allows users to export the grid data to Excel.
    • If selected, an Excel file containing the grid’s contents will be automatically downloaded to the user’s device.