AX1197

Assigning users to roles

Each user in security can be assigned to one or more roles to define the user's security permissions. Generally speaking, the permissions of each assigned role are combined with any user permissions to result in the most permissive set of rights available to the user. There are some exceptions; for more information see How role settings are applied to users.

Users can be assigned to roles from the user record or from the role record. Users have an Assigned Roles section that lists their assigned roles. Roles have an Assigned Users section that list their assigned users.

To assign roles to a user from the user record:

1. In the Security Management dialog, select the user.
2. On the General tab, in the Assigned Roles section, click the Add button .
3. Use the Assign Roles dialog to assign one or more roles to the user:

   • Use the Add and Remove buttons to move role names between Available Roles and Assigned Roles. All roles listed in the Assigned Roles box will be assigned to the user.

   • You can also double-click role names to move them between the boxes.

4. When you have finished assigning roles, click OK to close the Assign Roles dialog, and then Apply or OK to save the changes to the user record.

To assign users to a role from the role record:

1. In the Security Management dialog, select the role.
2. On the General tab, in the Assigned Users section, click the Add button .
3. Use the Assign Users dialog to assign one or more users to the role:

   • Use the Add and Remove buttons to move user names between Available Users and Assigned Users. All users listed in the Assigned Users box will be assigned to the role.

   • You can also double-click user names to move them between the boxes.

4. When you have finished assigning users, click OK to close the Assign Users dialog, and then Apply or OK to save the changes to the role record.