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Assigning or modifying a user association to a rights group, site, and other groups

After a user is created, you can assign rights to the user by associating the user with a rights group. You can also assign the user to sites and other groups (signature, query, and reporting groups). Before you start, make sure that the groups and sites are set up. For more information, see Creating a rights group and assigning its rights, Creating a group or item group, and Creating a site.

  1. In the navigation toolbar, click Admin.
  2. Click Users.

    The Users page appears.

  3. Click the Last Name, First Name, or Account Name link for a user.

    The User details page appears. The Details tab is selected. For a description of the fields on this page, see User details page.

  4. Click the Group tab.
  5. In the Rights Group field, select the rights group to which you want to assign the user.

    A user can be a member of only one rights group.

    Alternatively, to remove a user from a rights group, you can modify the users in a rights group. For more information, see Viewing or modifying the users in a rights group.

  6. In the User Site Association field, select the sites to which you want the user to have access.

    A user can be associated with multiple sites; users have access only to the data for the sites with which they are associated.

    To select more than one site, hold down the Ctrl key while selecting each site.

  7. Assign the user to other groups, if applicable.
    1. In the Signature Group Association field, select a signature group.
    2. In the Query Group Association field, select a query group.
    3. In the Reporting field, select a reporting group.
  8. Click Submit.
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