How to view how many and which users have a role
To view how many users have a role:
- Navigate to the Roles page.
- Find the desired role.
- Find the Users column.
- The Users column lists the number of users with that role.
To view which users have a role:
- Navigate to the Roles page.
- Find the desired role.
- Click on the details icon in the Actions column.
- Select Details from the drop-down menu.
- Click on the Users tab.
- This page lists all the users with that specific role and at what access level.
Related Articles
How to delete a role
To delete an existing role: Navigate to the Roles page. Click the details icon next to the desired role. Click on the Delete button and confirm. Note: A role cannot be deleted if it is assigned to a user.
How can I view the status of a user?
To view the current status of a user: Navigate to the Users page. Find the desired user. Look at the column Status. A green checkmark will display if the user is active. A red circle with a minus sign will display if a user is suspended (inactive).
How to edit an existing role
To edit an existing role: Navigate to the Roles page. Click the details icon next to the role you would like to edit. Update/edit the Features (privileges) of this role. Click the save button to finish editing the role.
How to add a new role
To add a new role: Navigate to the Roles page. Click the icon in the top right corner. Enter a name for the new role and select the Features (privileges) for that new role. Click the save button to finish adding the role.
How to add a new One to Many Matching item
To see the One to Many Matching template in action, watch the video below: