Managing roles for users

Administrators can search for users and manage their roles in the User Roles page.

1. In the navigation pane, click > User Roles. The User Roles page is displayed.
2. In the search fields provided, you can enter search criteria by given name, surname, user ID, and email address. If you do not have exact details for a particular item, all of the search fields support using an asterisk (*) as a wildcard character. For example, to return all user records with a given name that starts with "Mich", enter mich* in the First name field.
   Tip: You can leave the search fields blank to return all user records.
   Tip: To return only users that are currently logged in, leave the search fields blank and select the Active Users Only check box.
3. From the Number of results to display list, select the number of records that you want returned and click Search.
   Restriction: Returned records are displayed in one page only. If more records are available than the setting you chose from the list, only a partial list is returned. To display all records you need to search again after selecting a larger number from the Number of results to display list.
   A list of records that match your search criteria are listed in the grid.
4. Select a user from the User ID column. A list of available roles for the selected user is displayed on a new page. Those roles that are currently associated with the selected user are checked.
5. Modify the roles associated with the user as required, that is, check the roles that you want associated with the user and clear those that you do not.
6. Click Save to commit your changes, or Reset to reset the form to its initial state. Once you click Save, the User Roles page is displayed. The entry for the user in the Roles column is updated to reflect your changes.