How to Assign Users to Roles
After you create a security role, you can modify it, and assign users to it.
Related Topics:
- Create a New Role
Create a separate role for each group of people in your organization with a distinct set of security requirements. - Select an Existing Role
You can select an existing role to review its current settings or to copy the role and use it as the basis for a new one. - Copy a Role to Create a New Role
You can copy an existing role and then modify the information to create a new role, with a unique name. The new role automatically inherits the first role's access rights and privileges, including record level security. - Modify a Role
You can update a role's settings at any time. - Delete a Role
You can delete a security role at any time. After you delete a role, you cannot restore it. If you need the role again in the future, you must recreate it. - Assign Users to Roles
Use the Access Rights tab to assign users to security roles. - 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. - Remove a User from a Role
You can remove a user or users from the role if their business functions change.
Parent Topic: Roles Security Settings (Desktop)