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Version: Casuarina

Assign New Role to Existing User

Overview​

In this article, you will be introduced to three main pathways of conducting this action in Apporetum. Depending on which main menu page you are at, you can find relevant how-to user guides on Dashboard, Users, and Apps. If you are trying to get this action done quickly, we suggest you use the quick pathway via Dashboard.

Quick Pathway - via Dashboard​

Click here to view the steps

Recommended Pathway - via Users​

  1. Click the Users main navigation menu option
  2. Search the user within this app
  3. Click the user row
  4. Click Add Role on the top right user card
  5. Search and Choose an App
  6. Choose a role/roles that you want to assign to this user
  7. Select an Access Start Date
  8. (Optional) Select an access Expiry Date
  9. (Optional) include any Comment
  10. Click Add User
  11. Check system notification

Alternative Pathway - via Apps​

  1. Click the App main navigation menu option
  2. Search and click one of the apps
  3. By default, you will see App Members tab menu card
  4. Search or select the user that you want to add/request a new role within the app
  5. Click the Add Role button on the top left of the menu card
  6. Search and Choose an App
note

Even if you find this user through this current app, you can still choose a different app and assign the available roles from this app to this user.

  1. Choose a role/roles that you want to assign to this user
  2. Select an Access Start Date
  3. (Optional) Select an access Expiry Date
  4. (Optional) include any Comment
  5. Click Add User
  6. Check system notification