Assigning users and groups to administrator roles

You can add users and groups to the role or remove them from the role.

About this task

This task applies to both built-in and custom administrator roles.

Procedure

  1. Navigate to Administrator roles.
  2. Optional: You can filter the roles by role type, either Built-in or Custom, or search a role by its name or description.
  3. Click a role to see its details.
  4. Click Manage membership.
    Note: For dynamic roles and for roles assigned by the system, you can view membership only.
  5. Select the Users tab.
    1. Click Assign new users.
    2. Select the check boxes to add users to the role.
    3. Optional: If you cannot find the user in the list, click add new user.
      You are taken to the Users & groups window in the Users tab, where you can create the user. After you create the user you must navigate back to Administrator roles, click the role, click Manage membership, and select the checkbox.
    4. Click Add user.
    5. To remove a user from the role, hover over the user and click the Revoke user icon Revoke user.
  6. Select the Groups tab.
    1. Click Assign new groups.
      Note: For dynamic roles and for roles assigned by the system, you can view membership only.
    2. Select the check boxes to add users to the role.
    3. Optional: If you cannot find the group in the list, click add new groups.
      You are taken to the Users & groups window in the Groups tab, where you can create the group. After you create the group you must navigate back to Administrator roles, click the role, click Manage membership, and select the checkbox.
    4. Click Add group.
    5. To remove a group from the role, hover over the group and click the Revoke group icon Revoke group.