Managing users as members of a role

You can view, add, or remove user members, which are users that are members of a role.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

About this task

To manage user members, complete these steps:

Procedure

  1. From the navigation tree, click Manage Roles.
    The Manage Roles page is displayed.
  2. On the Manage Roles page, complete these steps:
    1. Type information about the role in the Search information field.
    2. In the Search by field, specify whether to search against role name or description, or against business units, and then click Search.
      A list of roles that match the search criteria is displayed.
      If the table contains multiple pages, you can:
      • Click the arrow to go to the next page.
      • Type the number of the page that you want to view and click Go.
  3. In the Roles table, click the icon (Context menu icon) next to the role, and then click Manage User Members.
    The Manage User Members and Child Roles page is displayed.
  4. On the Manage User Members and Child Roles page, complete these steps:
    1. Select User member.
    2. Type information about the user in the Search information field.
    3. In the Search by field, specify the attribute on which you want to search, and then click Search or Advanced, depending on the type of search you want to do. The advanced search option opens a new page where you can specify additional search criteria.

Results

The Users table is displayed, listing the user members that match the search criteria.

If the table contains multiple pages, you can:
  • Click the arrow to go to the next page.
  • Type the number of the page that you want to view and click Go.

What to do next

You can add user members to the role or remove user members from the role. You can also set assignment attribute values to user members of a role.

Click Close to close the page.