7.3.3.2. Role’s Users and Groups

In the Role’s Users and Groups tab, administrators can assign a selected role to multiple users and/or groups. They can also modify or remove these assignments based on organizational needs.

*For guidance on common form features and functions, please refer to the dedicated section in the manual.

1. Role: This is a single-select dropdown field that retrieves the list of roles within the system. It allows administrators to select the role they want to manage for user and group assignments.
   • If a role has not been selected prior to switching tabs, administrators can select one using this field.
2. User: This is a single-select dropdown field that retrieves the list of users within the system. It allows administrators to specify the user they want to associate with the selected role.
3. Add Role to User: This button allows administrators to assign the selected role to the specified user.
   • The user will then populate the Role’s Users grid.
4. Remove Role from User: This button allows administrators to remove or dissociate the selected role from a user.
   • To remove, select the intended user from the Role’s Users grid (by double-clicking) and then click on the Remove Role from User button.
5. Group: This is a single-select dropdown field that retrieves the list of groups within the system. It allows administrators to specify the group they want to associate with the selected role.
6. Add Role to Group: This button allows administrators to assign the selected role to the specified group.
   • The group will then populate the Role’s Groups grid.
7. Remove Role from Group: This button allows administrators to remove or dissociate the selected role from a group.
   • To remove, select the intended group from the Role’s Groups grid (by double-clicking) and click on the Remove Role from Group button.
8. Role’s Users: This field is automatically populated once a role is selected. It lists the users currently associated with the chosen role.
9. Role’s Groups: This field is automatically populated once a role is selected. It lists the groups currently associated with the chosen role.
10. Export All Data to Excel ( ): This button allows administrators 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.