Changing a user’s roles and security groups


Roles define the activities the user can perform.

Security groups define the data the user can see.

To change a user’s roles and security groups:

  1. From the main menu select System

  2. Click User Management

  3. Search for the user account you want to edit

  4. In the Edit User dialog, click the Permissions tab

  5. Click the checkboxes to add or remove roles

  6. Click Update System Roles

  7. Check the security groups you want to add or remove

  8. Click Update Security Groups