Assigning a Role to a User

Roles can be assigned to a user when you initially create them or when changes are made to the user's profile. A user can have multiple roles.

Before you begin

• An operator can accept an external operator role only if they have been granted the permission to accept external operator roles.

1. Click Users on the left navigation pane.
2. Add or find the user.
3. In the Assign Roles section, either click (for a user you are creating or they have no assigned roles as yet) or Add Role (for an existing user who already has assigned roles) for the Access Role, Operator Role or Callout Role or External Operator Role to go to the Add Role dialog box.

4. Click either the:

   • Basic tab to find and select the role.
   • Advanced tab to include a time period for the assigned role.

5. The Organization listed is the one previously selected.

   If the listed organization is not to be used, click x to remove the current selection, then search for another organization.

6. If you wish to set a time period that the user can be assigned the selected role, click the Advanced tab.

   1. Enter or select the Start date and time and End date and time.

   2. Select the No start date check box or No end date check box or both, if needed.

      If both check boxes are selected, the user is always valid.

7. Find and select the role(s) to assign to this user.

   Click Select to choose the role.

8. Click Add Role.
9. Repeat for the other role types, as needed.