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, App Members, 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 App Members

1. Click the Access main navigation menu option
2. Click the App Members side menu

3. Search the user within this app
4. Click the user row
5. Click Add Role on the top right user card

6. Search and Choose an App
7. Choose a role/roles that you want to assign to this user
8. Select an Access Start Date
9. (Optional) Select an access Expiry Date
10. (Optional) include any Comment
11. Click Add User
12. Check system notification

Alternative Pathway - via Apps

1. Click the Access main navigation menu option

2. Search and click one of the apps

3. By default, you will see 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.

7. Choose a role/roles that you want to assign to this user
8. Select an Access Start Date
9. (Optional) Select an access Expiry Date
10. (Optional) include any Comment
11. Click Add User
12. Check system notification