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      Restrict a user's Roles by Location

      Determine which of a user's Roles should apply in each of their Network Locations.

      It's common for people to be listed in multiple Network Locations — they might be the Director of their department and also be a member of a cross-functional workgroup. By default, each of their Roles will apply to each of their Locations.

      But it doesn't always make sense for a person to have the same Roles and permissions within each of their Locations. Therefore, the Roles of a user in multiple Locations can be restricted such that each Role only applies to certain Locations.

      Who can restrict a user's Roles by Location?

      To restrict a user's Roles, you must have permission to edit that user.

      • Anyone with the "Global User Administrator" permission can edit users anywhere in the organization, though, depending on the configuration of their permissions, they may be limited in which Roles they can restrict.
      • Anyone with the "Local User Administrator" permission can edit users in the Location specified by that permission's configuration. They may also be limited in which Roles they can restrict.

      Restrict a user's Roles by Location

      To restrict a user's Roles, navigate to the User Management administration page or the People page, then:

      • Hover over the user you want to edit so that it is highlighted blue and click the pencil icon that appears to its right.

      The People page with an arrow pointing to a users Edit Profile button

      • The Edit Profile window will open.

      Two Line OfieOnly Roles you have permission to grant (based on your User Administrator permission) will be listed in the Roles section. You will only be able to add, remove, or restrict those Roles.

       

        • If you need to add a Role, click the plus icon in the top-right corner of the Roles section and, in the resulting drop-down menu, check the checkbox next to each Role you want to add.
        • If you need to remove a Role, click the x button to the right of that Role.
        • If the user has two or more Network Locations and one or more Roles, a cogwheel icon will appear in the top-right corner of the Roles section. Click the cogwheel icon and the Advanced Role Configuration window will open.

      The Edit Profile window with an arrow pointing to the Roles sections cogwheel

          • The Advanced Role Configuration window will contain a grid with rows for each of the user's Locations and columns for each of their Roles.
          • If the intersection of a Role and a Location has a checkmark, that Role's permissions will be applied in that Location; if the intersection is unchecked, that Role will not apply in that Location. By default, all intersections will have a checkmark.
          • Click a Role/Location intersection to check and uncheck it as necessary, then click Save.
        • Click Save on the Edit Profile window.