If you assign a role to a user, he or she inherits its profile properties, including any accompanying security access rights. Similarly, if you assign a role to an organization, every member of that organization inherits that role. (Note that your profile repository may be configured so that this behavior does not occur; see the ATG Personalization Programming Guide for information on configuring profile property inheritance.)
There are several methods you can use to assign roles to users or organizations. The one you choose depends on the scope of the task. If you are assigning a role to many users or several organizations, for example during initial configuration of a new system, use the Roles window. See Assigning a Role to Multiple Users or One or More Organizations. If you are working with just one user, for example a new employee that you have added to an existing system, it is easier to assign roles through the Users window. See Assigning a Role to a Single User
Note: It is not recommended that you perform this task in the Profile Repository window. See A Note about the Profile Repository Window for more information.
Assigning a Role to Multiple Users or One or More Organizations
This method uses the Roles window to assign roles, which represents the easiest way to complete this task in cases where you are working with a large number of users at once. It is also a convenient way to assign roles to any number of organizations.
Display the People and Organizations > Roles window.
Select the role you want to assign.
Select File > Add Member. The Add Member dialog box appears.
Use the query box at the top of the display to list the users or organizations to whom you want to assign the role. You can assign a global role to anyone or to any organization, but you can assign organizational roles only to users who are already members of that organization.
Click OK.
Assigning a Role to a Single User
The procedure below describes how to use the People and Organizations > Users window to assign roles. This method is convenient for situations where you want to assign a role to an individual user.
Display the People and Organizations > Users window.
Select the user to whom you want to assign a role.
Display the Roles tab. The roles available to this user appear. The top panel shows all organizational roles available to the organization to which this user belongs. The bottom panel (Additional Roles) shows all global roles that you have already assigned to this user.
Organizational roles that have already been assigned to all users in this organization appear in gray; you cannot edit them in this window. Organizational roles that you created for this organization but have not assigned to all users appear in black. To assign one of these to this user, select the checkbox.
