Assign one or more roles to the same user

Use these instructions when you created a new user and you need to assign roles to that user, or when you need to assign an additional role to an existing user.

To assign roles to a user:
  1. Navigate to the User Details page for the user.
    1. Under Administration in the menu on the left, click Users.
    2. For the Display Name:
      • From the list, select Equals.
      • Type the user name in the field.
    3. Click Search on the right.
    4. In the Search Results section, click the link in the User Login column to open the User Details page.
  2. Select the Roles tab.
  3. From the Actions list, select Request.
    The Catalog page opens.
  4. For each role you want to assign:
    1. Type the role name in the search box and press Enter or click Icon that shows an arrow pointing to the right. to search. See the Role FAQs for help.
    2. In the search results, select the role you want to assign.
    3. Click Add to cart at the right end of the row.
  5. Click Checkout in the top right corner of the page.
  6. Review the roles in the cart. You can click Remove to the right of a role to exclude it from the cart.
  7. Click Submit in the top right. If approval is active for any of the roles, the Request Summary page opens and a confirmation message appears at the top of the screen. The role is only assigned after the corresponding request is approved.
    If the approval is inactive for the selected roles, the Catalog page opens and a confirmation message appears at the top of the screen.