Assign Multiple Users to a Role

You can assign multiple users to the same role, so that they share the same security privileges. This is an efficient way to set up and maintain security for groups of employees.

For example, if your Marketing department is divided into teams — Marketing Communication and Product Management — you can create a different role for each of these teams and assign each Marketing user to the appropriate role.

To assign multiple users to a role:

1. On the Navigation menu in the desktop application, click Settings > Security > Roles.
2. On the Roles form, select a role.
3. Click the Access Rights tab.
4. In the Functional Area field, select Users. The Access Rights tab displays the Available Usernames/Role and Usernames for this Role columns. By default, [All Roles] is selected in the Role field and all available usernames/roles display in the Available Usernames/Role column. To view only usernames assigned to a specific role, select the role from the drop-down list in the Role field.
5. In the Available Usernames column, select the names of the users that you want to add to the group. These users will be removed from their original role and assigned to the new role and group. To select multiple users, press the CTRL key while you select names.
6. Click Add. The selected users are moved to the Usernames for this Role column. These users are now grouped together and assigned to this role.
7. Click Save.