Managing User Role Groups

Modified on Fri, 1 Dec, 2023 at 5:09 PM

User accounts have roles that are assigned to them to provide different levels of access and user administrators have the ability to manage the permissions that are set for the user accounts through the manage role group page. 

Manage role groups is a very easy way of quickly:

  • Identifying which accounts have permission to what roles;
  • Adding accounts to role groups; and
  • Removing accounts from role groups.

How to access the Manage Role Groups page

To begin, user administrators can review current role groups by accessing the Manage Role Groups via the User Management page. 

Adding accounts to role groups

Each role group is defined on the left-hand side of the screen.  To add users to a role group, select a role group and click on the ADD USERS option to add an account to the role group.

Clicking on the ADD USERS option will expand the dialog for you to search for an active account in Fluid. With the results surfaced from the search, choose the required account and select OK to add the account to the role group.

For more information on role groups and what access/functionality they allow, please refer to the Security Roles article by clicking here.

Removing accounts from role groups

As a way of maintaining access, user accounts can be removed from the different role groups at any given period. 

To remove an account from a role group, select the role group required and review the list of accounts presented in that group. Each account listed will have a "x" option that can be selected to remove the account. 

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