Who: |
Sys Admin |
Why: |
Creating the User in LPG is only the first step. The User must be assigned Roles depending on which tasks they need to perform. |
When: |
After creating the User account (see topic Create a User) the User can do nothing in LPG until they are assigned one or more Roles. |
Before you begin
- Only users with the Sys Admin roles can edit the User roles.
- Create the User account (see topic Create a User)
Assign a User to a Role within a Resource Group:
1. On the LPG menu select Users > User Profiles.
The Profile List screen appears.
2. Enter the User's name you want to update
3. Click the Submit button.
Note: The list of Users matching the search criteria is displayed. Under the Roles heading a list of allocated Roles for each User is displayed. If a user has no Roles allocated, this user will be unable to do anything in LPG until Role(s) are assigned.
4. To add or edit a User’s Roles, click Edit.
Note: The Edit User Profile screen appears with the basic User information displayed on the left and a list of all available Roles on the right. The Roles already allocated to the User, if any, are ticked.
For each Role that the User requires, do the following:
5. Click the checkbox next to the required Role so it is ticked.
6. Specify the privileges the User requires for the Resource Group to which they belong.
Member – The User can action un-acquired work assigned to that Resource.
Supervisor – The User can takeover work or allocate work to Members within that Resource.
|
Repeat step 5 for each Role and Resource to which the User belongs.
In the example below, the User has two Roles in the “Default’ Resource. They are a member only in their Accounts role, but have Supervisor access in their Allocation role.
When all the User’s Roles within each Resource Group are defined for this User, click the Update button.
The changes to the User’s Roles/Resources are saved.
Reset – Undo the changes back to the last time you clicked the Update button.
Back to List – Return to the Profile List screen.
Edit Person – Go to the Edit User screen to edit the basic User information.
|
Once the changes have been saved, click the Back to List button.
The display returns to the Profile List screen.
Comments
0 comments
Please sign in to leave a comment.