Assigning Role to a User or Group
To assign a role to a user or a group, you must have the Manage Organizations permission in CentraSite.
You can assign a role to a user or a group in CentraSite Business UI using the Assign Role action in the User Details page or the Group Details page.
To assign a role to a user or group
1. In the CentraSite Business UI activity bar, click Organizations.
2. Click an organization to which the user or group belongs.
3. In the Organization Details page, do one of the following:
Click the
Users profile. This displays a list of users belonging to the organization.
Click the
Groups profile. This displays a list of groups belonging to the organization.
4. Click a user or group to which you want to assign a role.
This opens the User Details page or the Group Details page. Also, the actions bar displays a set of actions that are available for working with the displayed role or group.
5. On the actions bar of the User Details page or the Group Details page, click Assign Role.
This opens the Assign Role dialog box.
6. To see a list of all available roles, click the Search icon.
Alternatively, you can also type the first few characters of the role name in the search field, then click the Search icon. This displays all roles whose name starts with the given characters. You can use wildcard characters (* or %) in the search field.
You can sort the roles based on the role attributes available with the Sort By list. You can also configure the role attributes that you want to view by using the View list.
7. In the list of roles, select one or multiple roles that you want to assign to the user or group, and then click Add.
This add(s) the role to the user or the group.
8. Click Save.