Management Tab

The MANAGEMENT tab displays a list of all management records associated with the user.

If the management record appears greyed, then the user is associated with this management record through a role or management assignment, and the association is indicated in the Source column. If the entry appears black, then DIRECT appears in the Source column, indicating that this management record is assigned directly to this user. For example, if a user has been added to the USERS tab of a management record, then he/she is "indirectly" associated with the record. If instead, a management record is added here, then the user is "directly" associated with the record. Note that a user may be both directly and indirectly associated with a record.

While you may assign management records directly to a user, you may want to consider making the associations through the role instead. However, there may be times when direct association may be required. For example, if a user needs access to more levels of management than his/her role provides, then assign access to these management records directly to that user.

To associate a user directly with a management record:

1. From the User Profile page, click the MANAGEMENT tab.
2. Click the ADD button.
   
   
3. From the list of management records, select the record to associate with this user.
4. Click the SAVE button. The management record is added to the list.

To remove a management record:

1. Click the MANAGEMENT tab.
2. Click the box beside the management record you want to remove. Note that you may only remove records that are directly associated with the user. You may not remove any indirect associations.
3. Click the DELETE button.
   
   

   Note that you may not delete a management record that has not been "directly" associated with a user. If a user is associated through a role assignment, you would need to remove the user from the role in order to remove the management record from the user.