Assign a security role to a user

Can I do this task?

  1. In the Navigation Pane, click Settings, click Administration, and then click Users.

  2. In the list, select the user (or users) to whom you want to assign a security role.

  3. On the Actions menu (or in the process control, if you are using the updated user experience), click Manage Roles. Only the security roles available for that user's business unit are displayed.

  4. In the Manage User Roles dialog box, select the security role or roles you want, and click OK.

Warning

All users must have a security role assigned to them, or they will be unable to use the system. Even if a user is a member of a team with its own security privileges, the user will be unable to see some data and may experience other problems when trying to use the system.

Related Topics

Controlling Data Access

Manage a User's Record

User Summary Report

Work with Security Roles

Work with Your User Record and Work Hours

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