Assigning users to different roles (Must know)

We are going to take a look at how to assign users to security roles.

Getting ready

Roles can be assigned to users in two ways: adding roles to users and adding users to roles. This will be shown in different windows and forms.

Roles are groups or duties for a job function that represent the behavior of a person that plays a particular role, including a defined set of application access privileges.

How to do it...

We are going to look at the steps needed to add roles to users:

  1. The following screenshot shows the user form once the required user is selected. At the lower part of the window, click on the Assign roles button to add a role to the selected user.
    How to do it...
  2. Go to System administration |Common | Users |Users.
  3. Select the required user from the user's list.
  4. From the upper left-hand corner of the user list page, click on Edit.
  5. In the centre of the user form, click on Assign roles.

    The following screenshot appears after clicking on Assign roles. Select a role from the list of predefined roles.

    How to do it...
  6. Select an option in the Role name menu to assign to the selected user.
  7. Click on OK.
  8. Click on Close to close the user form.

How it works...

We selected the user first, and then assigned a role from the predefined roles list by marking the role from the checkbox that appears for every record.

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