This function allows you to manage Application Roles and user mapping as an Admin user.
Navigate to the Administration - User Management menu option.
The Users page is rendered in a new tab, as shown below.
Select the Users management menu to navigate to the Application Roles page.
The “Application Roles” page opens in a new tab, as shown in the example below. Application roles are listed alphabetically, with each role group listing the user count. Scroll the page to view other Application Role categories listed below.
Use the “All, With Users, and Without Users” filters to view application roles that have users. The example below shows the list of application roles “With Users”.
The example below shows the list of application roles “Without Users”.
Click the plus sign (+) to expand or collapse the user list.
Application Roles - Actions.
Select the "Actions" menu to access the “Create, Edit, and Remove” features. You can create and manage Application Roles using these features.
Application Roles - Actions - Create.
Select the "Actions > Create" menu option to add a new “Application Role” or “Application Category”.
Provide a new application role name. Select the application category from the drop-down list OR type a new category name in the text box. Click the “Create” button.
The new role is added to the application category, and a confirmation message appears in the top-right corner, as shown below. As shown, no users are mapped to the “Audits” application role.
To map users to application roles, select an “Application Role” and click the “Utils > Manage Users” menu.
As an alternative, click the “Manage Users” icon next to the "Application Role"
Search for and select users using the text box. Enable the checkbox to search by the user's full name or email. Use the “arrow keys” to move a user from the “Available” list to the “Selected” list.
Verify the “Selected” users list, then click the Save button to confirm.
The system maps the users to the role, and a confirmation message appears in the top-right corner.
Application Roles - Actions - Edit.
Select an application role from the list, then click the "Actions > Edit" menu option to add a new application role or a new application category.
Enter the changes and click Update.
The application role changes have been updated successfully, and a confirmation message appears in the top-right corner. As shown, the application role has been updated to “Audits Compliance”.
Application Roles - Actions - Remove.
Select the application role from the list and click the "Actions > Remove" menu option to remove the application role permanently. Note: You must empty the application role by unmapping users before you can remove it. You cannot remove an application category once it has been created.
Click the OK button.
A confirmation message appears in the top-right corner. Note: Users must be removed from the application role first by navigating to the “Utils > Manage Users” function.
Now that the users are unmapped from the Application Role, select the application role from the list and click the "Actions - Remove" menu option.
Click the OK button.
The application role is removed successfully, and a confirmation message is displayed in the top-right corner.
Application Roles - Utils.
Select the application role from the list, then click the "Utils > Manage Users" menu option to modify the user mapping for this application role.
As an alternative, click the “Manage Users” icon next to the "Application Role"
Search for and select users using the text box. Enable the checkbox to search by the user's full name or email. Use the “arrow keys” to move a user from the “Available” list to the “Selected” list.
Verify the “Selected” users list, then click the Save button to confirm.
The system maps the users to the role, and a confirmation message appears in the top-right corner.
Application Roles - Statistics.
Select the “Statistics > Application Role” menu option to view the count of users mapped to all the application roles.
The statistical bar chart appears on the new page. Hover over a bar to view the application role user count, as shown in the example below.
Select the “View > Table” menu option.
The table view displays the application roles and the user count, as shown in the example below.
