Managing roles for a user

Background

There are two ways to assign a role to a user or delete a role from a user:

• Via Roles: Edit the role and add the user to this role.
• Via Users: Edit the user and add the role to this user. 

Procedure via Roles

Proceed as follows to add a user to a role:

1. Go to User management > Roles.
2. Click on the role that you want to assign to your user.
   Result: The Permissions tab of the role is displayed. 
3. Open the Users tab.
   Result: You see the overview of the users who already have this role. 
4. Click in the top right corner.
5. Click   in the top right corner. 
   Result: The Add user popup is shown. 
6. Search for your user.
7. Select your user and click Add in the bottom right corner. 
   
   Result: A message is displayed confirming that your user has received the role.
8. Click Save in the top right corner. 

Proceed as follows to remove a user from a role:

1. Go to User management > Roles.
2. Search for the role that you want to remove for a user. 
   Result: The detail page of that role is displayed. 
3. Open the Users tab.
   
4. Click in the top right corner.
5. Click on the three dots on the right side of the user and select Delete, or use the bulk action icon to execute this action in bulk.

Procedure via Users

Proceed as follows to add a role to a user:

1. Go to User management > Users.
2. Click on the three dots next to the user of your choice and select Add role.
   
   Result: The Add roles popup appears.
3. Select the role of your choice and click Add in the bottom right corner. 
   Result: A message is displayed confirming that the user has received the role.

Proceed as follows to remove a role from a user:

1. Go to User management > Users.
2. Search for and click on the user.
   Result: The detail page of that user is displayed. 
3. Open the Roles tab.
4. Click on the three dots on the right side of the role and select 'Remove role'. Or use the bulk action icon to execute this action in bulk.