Incident Settings – User Settings
This settings page will let you view a list of all users in the system. You can select a user and allocate one or more user roles to provide them with required permissions. You cannot create or remove users from this screen, that can be done under Administration > Manage Users. If you utilise the Online Portal feature and allow external users to sign up, the Portal Users tab will be visible here to list such users.
An administrator will be able to assign user roles for each user. A filter option has been provided in order to sort the most related records.
To assign user roles to a user, follow the below steps:
STEP 1: Navigate to Framework > Incident Settings > User
STEP 2: Click on the relevant user name.
This will display the user details including Username, Salutation, tick box to make the user Active and User Roles.
Note: The filters within the Incident Settings pages accessed via Mega Menu > Framework > Incident Settings > Users will be simplified to only have the ‘Contains’ search filter. This will allow you to easily filter the required details.
STEP 3: Select user roles from the list. All user roles setup through user roles page in incident settings will be displayed. Multiple user roles can be assigned to one user.
STEP 4: Click the Save button.
Note: The same process will be applicable to Portal Users as well.
View other articles under this section: |