Roles Tab

See Assigning Users and Roles to Management Records to determine which method is most beneficial to meet your specific needs.

To add a role to this management record:

1. Click the ROLES tab. A list of all roles currently associated with this management record is displayed.
2. Click the ADD button.
3. Select the roles that you want to add to this management record.
   
   
4. Click the SAVE button.

Notice that when you add a role to the management record, the names of all users assigned to that role now appear on the USERS tab. Users added through a role assignment are indirectly associated with this management record, and the source of their association appears greyed out in the SOURCE column. Users who are associated indirectly in this manner may not be deleted here; you must remove the user from the role. Only users who are directly associated to the management record may be deleted here.

To remove a role from this management record:

1. Click the ROLES tab.
2. Select the role you want to remove.
3. Click the DELETE button. The role is removed from the list.