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Use the procedures in this topic to change the role for any user you manage.

Some of your users may need access to multiple domains. For example, a user may need to work with inventory at four facilities in their healthcare solution. Use the change domain access procedure to set up or change a user's access.

Keep in mind that a user must have the same role at all domains. That is, the individual cannot be a standard user at one facility and an administrator at another.

In addition, only the Customer Administrator can set up a user to have access to multiple regions.

To locate the user
  1. On the Settings tab, click Users. The Users page opens.
  2. Click change location at the top of the left pane. The domain pick list opens.
  3. Expand the domain hierarchy, as necessary, and select the appropriate domain from the pick list. The left pane shows the users for this domain.
  4. In the left pane, select the user. The right pane shows the user's details.
  5. Click the Role drawer.
  6. Use one of the following procedures:
    • Change the user's role
    • Add or change access to domains
    • Change the role and domain access - Customer Administrator only
To change the role

If you want to change the user's role without changing domain access, follow these steps:

  1. In the Role drawer, select the role: Standard, Administrator, or View Only.
  2. Click Save.
To add or change domain access

If you want to add to or change the user's access to domains, follow these steps:

  1. In the Role drawer, click Change Domains. The pane shows the domains to which this user currently has access.
  2. To add domains:
    1. Select one or more Available Domains.
    2. Click the right arrow button.
  3. To remove domains:
    1. Select one or more Current Domains.
    2. Click the left arrow button.
  4. Repeat steps 2-3 for additional domains.
  5. Click Save.
To change the role and domains

If you are the Customer Administrator, you can change both the user's role and their access to domains by following these steps:

  1. In the Role drawer, click Change Domain and Role. The pane shows the user's current role.
  2. Select the role: Standard, Administrator, or View Only.
  3. Select a Domain Access option.
  4. Click Next.
  5. If appropriate, click change location and select the domain.
  6. To add domains:
    1. Select one or more in Available Domains.
    2. Click the right arrow button.
  7. To remove domains:
    1. Select one or more in Current Domains.
    2. Click the left arrow button.
  8. Repeat steps 5-7 for additional domains.
  9. Click Save.