Granting Roles Through A Role Details Dialog Box

You can grant one role to one to n members or user groups directly in the role details dialog box.

  1. In the Roles section, click Details in the role you want to grant.
    By default, if the role has not been granted yet, the Members and Groups tabs show the list of users or user groups. If the role has already been granted once, each tab displays the granted members or user groups. Click View all other users in the Members tab to see the list of available members or View all other groups in the Groups tab to see the list of available groups.
    Note: If a member has already been granted this role through a group, a Granted through group icon appears in front of his name.
  2. Optional: To refine the list of users or groups, select either of he following:
    • In the Members tab, type the name of the user in the Search user field.
    • in the Groups tab, type the name of the user group in the Search group field.
    A list of users or user groups appears as you type.
  3. Select the member or group you want to grant.

    in the Groups tab, you can click:

    • If the group already contains at least a member, Expand to expand the list of members of any of the user groups.
      • If the list of members has been updated since you expanded the list, you may need to click Refresh to update the list of members.
    • Collapse to collapse the list of members.
    Note: This tab is not available in the Collaborative Business Innovator role.

    Important:
    • Depending on the prerequisites of the selected role, different messages may appear:
      • You need to select at least one of this roles. Select at least one of the proposed roles.
      • Granting this role will also grant. Click OK. to validate or Cancel to close the dialog box.

The selected roles are granted to the selected user or user group. They 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.

Note: You can also deny a granted user or user group from the list by unselecting them in the list.