In this tab, you can assign a user to a role and/or group. You can also remove roles and/or groups assigned to a user.
- User: This is a single-select dropdown field that retrieves the list of users within the organization. It allows you to select the user you want to manage in terms of role and group assignments.
- Role: This is a single-select dropdown field that retrieves the list of roles within the organization. It allows you to select the specific role you want to associate with the chosen user.
- Add User to Role: This button allows you to assign the selected user to the selected role.
- The selected role will then populate the Roles grid.
- Remove User from Role: This button allows you to dissociate the selected user from the role.
- To remove, select the role from the Roles grid (by double-clicking) and then click on the Remove User from Role button.
- 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 user.
- Add User to Group: This button allows you to assign the selected user to the selected group.
- The selected group will then populate the Groups grid.
- Remove User from Group: This button allows you to dissociate the selected user from the group.
- To remove, select the group from the Groups grid (by double-clicking) and then click on the Remove User from Group button.
- Roles: This field is automatically populated once a user is selected. It lists the roles that are currently associated with the selected user.
- Groups: This field is automatically populated once a user is selected. It lists the groups that currently associated with the selected user.
- 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.
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