Regional Administrators can add a location/role to a user's account. Divisional Administrators can manage certain aspects of a user's locations/roles.
Refer also to Locations and Roles for more information.
To manage roles
- On the upper right, click System Settings.
- On the left, under Users & Devices, click Users. The Users page opens.
- Locate the user and on that row, click the edit icon. The User Administration - Update page opens.
- Toward the bottom, click Manage Roles. The User Role Administration window opens.
Note: If a feature does not appear in this page (such as the edit icon or the Add Role button), you do not have access to that feature. - To add a role for this user:
- Click Add Role. The Add Role window opens.
- In the Location list, click the appropriate agency or facility.
- In the Role list, click the title or role.
- If you want this to be the user's default role, select the Default check box.
- Click Save. The Add Role window closes.
- To edit a user's role for a location:
- Locate the role you want and on that row, click the edit icon. The Edit Role window opens.
- In the Role list, click a different title or role.
- If you want this to be the user's default role, select the Default check box.
- Click Update. The Edit Role window closes.
- To change a user's default location:
- Locate the role you want and on that row, click the edit icon. The Edit Role window opens.
- Select the Default check box.
- Click Update. The Edit Role window closes.
- To delete a user's location/role:
- Locate the role you want and on that row, click the delete icon. A window opens asking you to confirm the deletion.
- Click OK. The window closes and the location/role is permanently removed.