Granting Roles Through A User Details Dialog Box

You can grant one to n roles to any user in the user details dialog box.

  1. In the Members section, click Details in the ID card of the user to whom you want to grant the role.
    The user details dialog box displays the list of available roles and options. You can click View all to see the list of available roles.
  2. Optional: To refine the list, In the Search Roles field, type the name of the role you want to grant. i.e. 3D Merchandiser.
    A list of roles appears as you type in the section below.
  3. Check the option box in the row containing the role you want to grant.
    Important:
    • Depending on the prerequisites of the selected role, different messages may appear:
      • You need to select at least one of these 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.
  4. Optional: If you have selected the Allow administrators to grant roles without assigning the associated license option in the Configure Members Options sub-tab, and depending on the role type you can:
    • Keep the Assign License option selected, to grant the license linked to the role or unselect it if you only want to grant the role without the linked license.
    • If the option above is selected, keep the Restrict Usage on this Platform option selected, so that the license cannot be used in another platform, or unselect it if you want to allow the license to be used in another platforms.

    Note:

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.

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