Editing a Person's Roles

You may need to assign a person an additional role, or to change the roles to which a person is assigned. You can also use this page to see which roles have been assigned to a person.

Before you begin:
  • Log in as a user with the role of Organization Manager.
  • View the Properties page for the needed user. See Person Properties.
Related Topics
Assigning Roles to a Person When Creating the User

  1. From the page toolbar, click Categories > Role.



    Note: This page only lists product roles, such as Design Engineer or Librarian. This page does not list any organizational roles that are automatically assigned to a user based on their membership in a company.

    For each person, this page lists:

  2. To add a role to this person:

    1. Select Add Role from the page Actions menu or toolbar.
    2. Enter search criteria and click Find. See Searching Using the Wizard.
    3. Check the needed roles.
    4. Click Done.

  3. To remove a role from this person:

    1. Check the role.
    2. Select Remove Selected from the page Actions menu or toolbar.
    3. Click OK to confirm.