Assigning Roles to a User
This guide will walk you through the process of assigning a Roles to a User.
To assign Roles to users, you must have the Manage User permission. If you do not have this permission, please contact your system administrator.
Instructions
Log into GuardREC® Compliance and Navigate to the User Management Section
Start by logging into GuardREC® Compliance.
Once you're in, navigate to the Administration section.
From there, go to the Users section.
Select the User
In the Users section, you can search for a user in the search bar to quickly find the user you want to assign a role. Once found, select the user.
Open the Roles Tab
Once you have selected the user, click on the Roles tab.
Assign the Role
In the Roles tab, you will see a list of all the roles you have created. Select the appropriate role to assign to the user. You can assign multiple roles to a user.
Save the Changes
Once you've assigned the appropriate role, be sure to click Save to apply the changes.
Please note: if a Role (e.g., Recorded User) is already assigned to the group that the user is a part of, the user will automatically inherit this role. This role cannot be removed from the user directly; it must be removed from the top-level group where this role is set. Be aware that if you remove a role from a top-level group, this will also remove the role from all other users within that group and any subgroups.