User Access: To Assign a Role to Multiple Users

The following activity will walk you through the process of assigning a role to multiple user accounts.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you, as a system administrator, have received a number of access requests to the generic inquiries that are exposed through the OData protocol—that is, the generic inquiries for which the Expose via OData check box is selected on the Generic Inquiry (SM208000) form. The access to these inquiries is provided by the predefined BI role.

The access requests for the following users have been justified and approved by their respective managers:

  • Ian Pick, sales department lead (with the username pick)
  • Bill Owen, marketing manager (with the username owen)

Process Overview

You will use the User Roles (SM201005) form to assign a role to multiple users.

System Preparation

Before you start performing the step of this activity, you should sign in to a company with the U100 dataset preloaded. Sign in as a system administrator, by using the gibbs username and the 123 password.

Step: Assigning the Role to Multiple Users

To assign the BI role to multiple users, do the following:

  1. Open the User Roles (SM201005) form.
  2. In the Role Name box of the Summary area, select the BI role.
  3. On the Membership tab, do the following:
    1. Click Add Row on the table toolbar.
    2. In the Username column, select pick, which represents the user account of Ian Pick.
  4. Repeat the previous instruction to add owen, which represents the user account of Bill Owen, to the BI role.
  5. On the form toolbar, click Save.

You have assigned the role to multiple users.