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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
- On the Settings tab, click Users. The Users page opens.
- Click change location at the top of the left pane. The domain pick list opens.
- Expand the domain hierarchy, as necessary, and select the appropriate domain from the pick list. The left pane shows the users for this domain.
- In the left pane, select the user. The right pane shows the user's details.
- Click the Role drawer.
- 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:
- In the Role drawer, select the role: Standard, Administrator, or View Only.
- 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:
- In the Role drawer, click Change Domains. The pane shows the domains to which this user currently has access.
- To add domains:
- Select one or more Available Domains.
- Click the right arrow button.
- To remove domains:
- Select one or more Current Domains.
- Click the left arrow button.
- Repeat steps 2-3 for additional domains.
- 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:
- In the Role drawer, click Change Domain and Role. The pane shows the user's current role.
- Select the role: Standard, Administrator, or View Only.
- Select a Domain Access option.
- Click Next.
- If appropriate, click change location and select the domain.
- To add domains:
- Select one or more in Available Domains.
- Click the right arrow button.
- To remove domains:
- Select one or more in Current Domains.
- Click the left arrow button.
- Repeat steps 5-7 for additional domains.
- Click Save.