Assign Users to Role - Fields

 

Assign Users to Role

Role

This field displays the current role and can only be viewed.

 

Company

Enter a company code or click the Lookup button to view a list of companies. Select All from the Company List window to assign the role for all companies.

Click the Select Company button to select more than one company. MULT appears in this field if more than one company is selected.

To edit the company list for individual users, add them to the Assign to Role list, select them within the list, and then click the Edit Company button.

 

Start Date

Enter a start date to specify when the role is effective for the user(s). Click the Calendar button to select a date from the calendar.

If this field is blank, the role is effective immediately.

To modify this date for individual users and specific companies, add the user to the Assign to Role list, select them from the list, and then click the Edit Company button.

 

Expiration Date

Enter a date to specify when this role will expire for the user(s).

To modify this date for individual users and specific companies, add the user to the Assign to Role list, select them within the list, and then click the Edit Company button.

 

Available Users List

Select a user and then click the Add button to add the user to the Assign to Role list. Alternately, double-click a user to add them to the list.

Click the Add All button to add all users to the Assign to Role list.

 

Assign to Role List

The selected users appear in this list. If you don't want to assign a user to the role, select the user and then click the Remove button. Alternately, double-click a user to remove them from this list. Click the Remove All button to remove all users from this list.

The Company column shows the company in which the users' role will be enabled.

If ALL appears in the Company column, the role will be enabled in all companies.

If MULT appears in the Company column, the role will be enabled in more than one company. Click the Edit Company button to open the Company Access window and see which companies are selected.