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Assigning a Custom Security Role to a User

The following information explains how to assign a custom security role to a user set up in User Management. For more information about User Management, see User Management.

Complete the following steps:

1. Click Tools > User Management to open the User Management window. If the Hierarchy Rights panel is open, click the title bar to collapse it.

2. Select a user record in the grid.

3. Complete the following steps in the Role group box on the left side of the window:

   1. Click the Parent Role field and select the parent role associated with the custom security role you want to assign to the user record.

   2. Click the Role field and select the custom security role you want to assign to the user record.

      

      User Management

4. Click Save to save changes