Assigning Roles to Users

In this article, we demonstrate how to add users to a role. We are using an existing role Test Role 1.

To assign users to existing roles, follow these steps:

  1. Under the Members tab, in the Users list, click Edit User(s)

    Adding users to role membership
    Editing List of Users in Role Members
  2. The Role Assignment modal window for users appears.

    Role Assignment Modal Window
    Role Assignment Modal Window
  3. There are several options for adding a user to a membership:

    • Search

      If you have a long list of users in the Members section, use the Search box to match user names, select them from the sub-list, and then click Add to move them to the right side of the modal window. Click Apply.

      Using Search to Assign the User to Role Members
      Using Search to Assign the User to Role Members
    • Select

      In the Members section, select the users to assign to the role and click Add to move them to the right side of the modal window. Click Apply.

      Using Simple Select to Assign the User to Role Members
      Using Simple Select to Assign the User to Role Members
    • Select All

      To assign all users to Members, select All to get all user names, and then click Add to move them to the right side of the modal window. Click Apply.

      Select all Users to Assign to Members
      Select All Users to Assign to Members
    • Adding Externally Defined Users; LDAP Authentication

      For convenience, the Role Assignment interface supports adding into the list of assignees usernames that are not stored locally. For example, known usernames available through LDAP authentication may be added in this manner.

      Enter the new user name, and click Add. After the new user name appears in the Members section, select it and click Add to move the new user to the right side of the modal window. Click Apply.

      Select all Users to Remove from Members
      Creating New Users and Assigning them to Members
    • Remove

      To move users out of Members, select the user(s) on the right side panel, and then click . Click Apply.

      Select Users to Remove from Members
      Removing Users from Members
  4. The list of users assigned to the role appears in the Role: Test Role 1 interface, under the Members tab.

    Click Save. A confirmation of role update appears briefly on the screen.

    Result of Assigning Users to a Role
    Users Assigned to a Role