This function allows you to manage System 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 in the example below.
Select the “User Management” menu to navigate to the “System Roles” page.
The “System Roles” page opens in a new tab, as shown in the example below. The system roles are organized into “ETL, Form, Process, and User” groups. The page lists the users associated with these roles, with the user count shown as a list.
Use the “All, With Users, and Without Users” filters to view system roles that have users. The example below shows the list of system roles “With Users”.
The example below shows the list of system roles “Without Users”.
Click the plus sign (+) to expand or collapse the user list.
To map users to system roles, select a “System Role” and click the “Utils > Manage Users” menu.
As an alternative, click the “Manage Users” icon next to the "System 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.
Note: Alternatively, you can grant or remove system role privileges by navigating to User Management, selecting the user from the list, and clicking the “View Roles” menu option.
The user’s System Roles and Application Roles are shown in the example below. Check or uncheck the boxes to enable or remove system roles. Click the “Apply” button after making changes.
System Roles - Statistics.
Select the “Statistics > System Role” menu option to view the count of users mapped to all the System Roles.
The statistical bar chart appears on the new page. Hover over a bar to view the system role user count, as shown in the example below.
Select the “View > Table” menu option.
The table view displays the system roles and the user count, as shown in the example below.
