7.3.2.2. User Roles and Groups

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