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Add User to a Security Role

Once you have Users, you may need to Manage Roles for the User.

1.   Select User Accounts from the Admin menu.  From the User Accounts page you can find a user using lookup by Username or Email Address or you can list users by alpha.

2.   Click the Pencil icon next to any Username to open the Edit User Accounts page for that user.

3.   Scroll to the bottom of the Edit User Accounts page and click the link Manage Roles for this User.

4.   From the list of Security Roles, choose the role which you would like to add for the user.

5.   Would you like the user to receive an email telling them they have been added to the selected Security Role?  If so, make sure the Send Notification checkbox is checked.  Otherwise please make sure it is unchecked, then whey the user is added to the role no email notification will be sent.

6.   If you would like the role membership to expire, then choose the Expiry Date by clicking the Calendar link just to the right of Expiry Date.  If an Expiry Date is set, then the user will no longer be a member of the Security Role after the set Expiry Date.

7.   Click the Add Role link  That's it!

You can exit out of this page now either by clicking Cancel at the bottom, or simply by going elsewhere in the site menu. Clicking Cancel does not Cancel any changes you have made, it simply exits you out of this page.

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