Assign a user to a role

Admin users can assign a user to one or more roles. Permissions can then be assigned to roles rather than to individual users.

About this task

When you assign a user role, InsuranceNow assigns the default security configuration to the user. You can override the role security for an individual user. Optionally, you can assign the change a beginning date and an ending date to define the period of time during which the override will apply. The dates can be changed.

Procedure

  1. Select Admin > User Management.
    The User Management page opens.
  2. Look up a user or add a new user to assign to a user role.
  3. Scroll down to the User Roles List panel.
    The roles to which the user is already assigned, if any, are listed in this panel.
  4. Click Add Role.
    The User Information page opens showing the User Role Maintenance panel.
  5. Select a role from the Role list.
  6. Optional: Use the Start Date and End Date fields to specify a starting and ending date for this role assignment, or leave the defaults to apply the role indefinitely, until you manually change it.
  7. Select Save.
  8. Repeat steps 4–7 to assign the user to additional roles, as needed.
  9. Save your changes.

Results

Note: Because a user can have multiple roles, the authorities from these roles might accumulate. To prevent issues with role stacking, ensure that authority sets do not overlap when configuring InsuranceNow security. For more information, see Role stacking for combined permissions.