pp108 : Assigning Users to Roles

Assigning Users to Roles
This topic explains the procedure to assign users to roles .

Before you begin this task: You must have the role of a systemAdmin or organizationalAdmin to assign users to roles.


Roles determine the access privileges and activities a user can perform in an organization. By assigning users to roles, you are configuring the privileges for the user. You can assign users to roles in multiple forms as described below:

Go to CUSP > My Applications, click (User Manager) and select Roles - Users view in the User Manager window .

  • To assign single user to single role, follow the below steps:
  1. Select a role in the Roles pane.
  2. Select a user in the Users pane.
  3. Right click the user and click Assign to Selected Role(s). Required user is assigned to the selected role.
  • To assign a single user to multiple roles, follow the below steps:
  1. Select multiple roles in the Roles pane by holding down the CTRL key.
  2. Select a user in the Users pane, right click it and click Assign to Selected Role(s) . Required user is assigned to the selected roles.
  • To assign multiple users to a single role, follow the below steps:
  1. Select a role in the Roles pane
  2. Select multiple users in the Users pane, right click them and click Assign to Selected Role(s) . Required users are assigned to the selected role.
  • To assign multiple users to multiple roles, follow the below steps:
  1. Select multiple roles in the Roles pane by holding down the CTRL key.
  2. Select multiple users in the Users pane, right click them and click Assign to Selected Role(s) .Required users are assigned to the selected roles.

    Tip:

    • Alternatively, drag & drop user(s) from Users pane to the selected role(s) in the Roles pane.
    • Select Include internal roles check box to view internal roles such as everyone role. You can assign users to these roles also.

    Note: Refer to Revoking Users from Roles to remove the assignment of users from roles.