Description:
This quick guide outlines the steps required to update the roles assigned to a user in the User Directory module.
Important
After saving the roles assigned to a user, log out and log back in to Curve Hero. This will ensure all updates have been applied to the user's profile.
Steps:
- Above the Sidekick, click the More menu, then click Administration in the dropdown list.
- In the Administration menu, within the User management drop-down list, click User directory.
- Locate the applicable user by searching for a user or by scrolling through the list. To search for the user, click the In the search field, enter a portion of the user's name.
- To further narrow down the user search results, use the filter drop-down menus.
- Alternately, scroll through the user list to locate the applicable user(s).
- In the User directory module, double-click the applicable user row.
- Alternately, within the applicable user row, click the More Options menu, then select View profile.
- In the Roles section, click the Edit button.
- The Edit Roles module is displayed.
- Locate the applicable role(s) by searching for a role or by scrolling through the roles list. To search for a Role, click the search field, enter the applicable role.
- Alternately, scroll Through the Roles List to locate the applicable role(s).
- Include a checkmark in the checkbox next to the applicable role(s).
- After the role(s) have been selected, click the Save button.
- Take note of the information in the Pending user role updates dialog box, then click OK.
- The selected role(s) are now assigned. Log out and log back in for changes to take effect.
Note: As data is entered, the search results will automatically display all users containing the search term(s).
Note: For additional information, refer to the guides for Understanding Roles and Understanding Permissions.
Note: Results will automatically display roles containing the search term(s).
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