Increasing user access to resources

Depending on their assigned role in an organization, users can have a range of user access permissions to some or all organization resources. Several options are available.

Create a role with additional user access permissions to resources

If you want your users to have increased user access permissions, but you don't yet have a role that includes the permissions of your choice, create a new role for this purpose and assign your users to the new role.

Procedure

  1. Go to the Users view and select the Permissions tab.
  2. Select New Role to display the application-wide Add Roles window.
  3. In the Add Role dialog, give the role a name and select the checkboxes corresponding to the permissions of your choice.

Add more user access permissions to an existing role

If your users already have a role which gives them some user access permissions, edit that role to add more permissions.

About this task

This is a drastic measure. Note that all users who are already assigned to this role will be affected by this change.

Procedure

  1. Go to the Users view and select the Permissions tab.
  2. Select Edit Roles and, from the drop-down menu, select the role you want to edit.
  3. In the Resources section, select the checkboxes corresponding to the resources you want to give users access permissions to.
  4. Select Finish.

Add user to a more powerful role

If you want users to have increased user access permissions, and a role that fits your requirements already exists, assign your users to this role.

Procedure

  1. Go to the Users view and select the Permissions tab.
  2. Select the user's home organization (the organization in which the user was created).
  3. In the right-hand side pane, identify the role you want to assign to your user. If necessary, select .
  4. Under the role of your choice, select the Grant [role name] permissions to ... field.
  5. In the list, select the user you want to assign the role to.