Granting Roles Using Drag and Drop

You can grant one to n roles to one user using drag and drop. You can also drag and drop one to n users to one role.

  1. In the Roles & Options section, select one to n roles.

    To select the complete list of users, you can use multi-selection. For more information, see Granting Roles Using Multi-Selection.

    Important:
    • Depending on the prerequisites of the selected role, different messages may appear:
      • You need to select at least one of these roles. More than one associated role appear. Select at least one of the proposed roles.
      • Granting this role will also grant. An associated role appears. Click OK to validate or Cancel to close the dialog box.
    • You can only select the users that you can see in the current page. The number of users displayed per page is based on the preferences of the Members Control Center widget.
      Note: If you have selected the Allow administrators to grant roles without assigning the associated license option in the Configure Members Options sub-tab, a filter lets you display roles without any license, which are roles for which your company has not purchased any license for this platform but that you can grant to users having licenses from another platform. However, if this license has been purchased, all its prerequisite licenses must also be purchased in order to be able to grant this license.
      See Customizing Members & Roles Preferences.

  2. Drag and drop the roles over the ID card of a user.

The selected roles are granted to the selected user. The user can start using the granted roles in the My Roles / Profile section of the Compass. The roles can also be selected in the Me menu.