Assigning Users to Roles
Once you have created your user accounts, and configure the roles in the DashBoard Server and URM, you can assign users to any number of roles. If any role that a user is a member gives that user the permissions to perform a task. Conversely, if the role disallows performing a task, that user can no longer perform that same task even if their user account permissions are set otherwise.
To assign a single user to a role:
1.
Display the Editor for the user account you wish to assign to a role as follows:
Select the Users tab in the Configure User Rights dialog.
Expand the All Users node.
Select the user account you wish to configure. The Profile tab updates to display the information for the selected user account.
2.
Click Add Role to display the Add User dialog.
Add User Dialog
3.
4.
Click Add.
5.
Click Apply to apply your changes to the user account.
To assign multiple users to a role:
1.
Display the Editor for the role you wish to assign:
Select the Users tab in the Configure User Rights dialog.
Select the role node you wish to assign. The Profile tab updates to display the information for the selected role. Notice that the users already assigned to this role are listed.
2.
Click Add User to display the Add User dialog.
3.
4.
Click Add.
5.
Click Apply to apply your changes to the role.