Editing a User Account

Users with System Administrator or User Administrator rights have the ability to modify user accounts and to grant roles to them. To edit a user account, log in as an administrator and:

  1. Click Users on the left navigation bar and the User List will be displayed.
  2. Click on the user account you want to modify and you will see the User Edit screen. See figure below.
    .Editing user account
  3. You can lock the user's account by clicking the Locked User check box. You can force the user to update their password on their next login by clicking the Force User to Change Password check box.

    Under the Effective Roles section you will find all the roles that have been assigned to the user. You can also grant permissions to and remove permissions from the user, which is discussed in the next section.

Granting roles to a user

To grant roles:

  1. Click the Users button on the left navigation bar and the User List will come up.
  2. Click on the user account you want to grant permissions to.
  3. On the User Edit screen, click the Edit Roles link found at the bottom of the screen.
  4. On the User Roles screen, you will see the user's information along with the roles that can be assigned to and removed from the user.
  5. From the roles listed under the Available Roles section, select the roles you want to grant to the user.
  6. Click Submit. You will be directed back to the User List page.
  7. To check if the new role has been added, click on the user account to view. The role should be listed under the Effective Roles section.

    The Effective Roles are the roles and the child roles that are given to an account when a role is granted. In this case, Project Developer was granted; therefore, because Project User is a child role of Project Developer, effectively this account has both roles granted to it.

Removing roles from a user

To remove effective user roles:

  1. Click the Users button on the left navigation bar and the User List will come up.
  2. Click on the user account to remove roles from.
  3. On the User Edit screen, click the Edit Roles link found at the bottom of the screen.
  4. On the User Roles screen, you will see the user's information along with the roles that can be assigned to and removed from the user. Un-check the roles, listed under the Assigned Roles section, you want to remove from the user.
  5. Click Submit.
  6. To check if the role has been removed, click on the user account to view it. The role should now be removed from the Effective Roles list.

    If a child role was automatically granted when a parent role was explicitly granted, removing the parent role will also remove the child role. However, if the child role was explicitly granted, whether together with or separately from its parent role, then removing the parent role would not affect the child role, that is, the child role will not be removed unless it is explicitly removed.