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Control which Roles apply to each of a user's Locations

The "Admin" area is only accessible by administrators; only User Administrators can perform the functions detailed on this support page. 

 

It's pretty common for people to be listed in multiple Network Locations - they might be the Director of their department as well as a member of a cross-functional workgroup. But it doesn't always make sense for a person to have the same Roles and permissions within each of those Locations.

If that's the case, you can limit some of their Roles to certain Locations.

 

How do I control which Roles apply to each of a user's Locations?

NOTE: If you are a Global User Administrator, you can edit any user. If you are a Local User Administrator, you can only edit users in your Location(s) and below.


Navigate to the "Users" admin page, then:

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

Edit_user.jpg

 

In the resulting window: 

  • If necessary, add Roles to the user by clicking  in the "Roles" section and selecting the appropriate Roles from the resulting drop-down menu.

  • Click  in the top right corner of the "Roles" section. NOTE: You will only see this cogwheel if the user has multiple Network Locations.

Edit_Roles_Location.jpg

 

  • In the resulting window, each Role assigned to the user is listed along with each of the user's Locations. Checking the box at a Role/Location junction will apply that Role to that Location.

Advanced_Role_Configuration.jpg

    • Click  at the top of any column to check every box in that column.

    • Click  at the top of any column to uncheck every box in that column.

    • Click 2018-04-11_1341.png to save your changes.

  • Each Role will then be listed in the "Roles" section along with the Locations to which it applies. If a Role applies to all of the user's Locations, then it will be listed without any Locations alongside it.

 

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