Assign Roles to Implementation Users

Use the Security Console to assign a specific role to an implementation user. Or, remove roles that were already assigned to the user.

1. In the Security Console, click the Users tab.

2. Search for and select the user you want to assign roles to.

3. On the User Account Details page, click the Edit button.

4. In the Roles section, click the Add Role button.

5. Search for the role that you want to assign to the user and the click Add Role Membership button. The role is added to the list of existing roles.

6. Repeat the previous step to add more roles if required, or just click Done.

7. Click the Add Auto-Provisioned Roles button to add any roles that the user is eligible for, based on role provisioning rules. If nothing happens, that means there aren't any roles to autoprovision.

8. In the Roles table, click the Assignable check box for any role that can be delegated to another user. The Auto-Provisioned column displays a tick mark if the user has roles that were assigned through autoprovisioning.

9. Click the Delete icon to unassign any role.

10. Click Save and Close.