×
Menu
Index
Search
 
   
   
   
 
  (c) PMWeb, Inc., 2017

Roles Tab Users Section

 
Use this section to create roles and assign users to them.
 
Roles Tab Users Section
1

Delegate/Replace User Button

1. Delegate/Replace User Button
Clicking this button opens the Delegate/Replace User Dialog. If a user is highlighted in the tree before this button is clicked the user is pre-loaded in the dialog.
2

Users Tree

2. Users Tree
This is a tree view of active users. Click on a user in the tree, drag it to the Roles table, and drop it on a role to assign the user to that role for the selected level  (see Select Level Bar).
3

Edit Button

3. Edit Button
Edit Line Button
4

Add Button

4. Add Button
Add Line Button
5

Delete Button

5. Delete Button
Delete Line Button
6

Refresh Button

6. Refresh Button
Refresh Table Button
7

Role* Field

7. Role* Field
Required. A list of roles you create for the selected level.
8

User* Field

8. User* Field
Required. The users you have assigned to roles for the selected level (see Select Level Bar).
 
You can assign users to roles by either:
  • Selecting a user from the dropdown list in this field when the line is in edit mode
  • Dragging a user from the tree on the left and dropping it on this field when the line is not in edit mode
9

Delegate Field

9. Delegate Field
Read only. If a user assigned to one of the roles in the table has an active delegation, the user they delegated to will be displayed here.