Assign Roles

Using this option, you can assign /remove roles to a user of a particular user type. You can select the roles that you want to assign to the user by clicking on assign groups option.

Note: You can assign more than one role to a user by selecting the check boxes. But the roles have to be a part of the same User Type. For Example, if the user was created as Corporate User, you can select amongst Maker, Checker or Viewer Roles.

How to reach here:

Dashboard > OnBoarding > User Management > Search User > Assign Roles

To assign a role:

• In the User Management screen, click Search. The search result section appears.

• Select the desired user and click the Assign Roles link. The Assign Roles screen appears.

Field Description

Field name	Description
Check Roles to Assign or Remove
Roles	The roles to be assigned to the user.

3. To assign or remove the roles, select or deselect the Roles check boxes.
4. Click Assign.
   The success message of roles assigning appears.
   OR
   Click Cancel to cancel the transaction.
5. Click OK to complete the transaction.

FAQs

Why users need to assign to a group?

A user is assigned to a group to set access rights. The user is grouped under specific group level like admin group user, customer group user etc.

Can more than one role be assigned to a user?

Yes more than one role can be assigned to the user in that case the user belongs to more than one group but for a given User type.

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