Attaching a User to Multiple Roles

1. From the SmartSolve Portal Page, click the Admin tab.
2. In the User Management menu, click Users.
   Result: The Internal Actors window is displayed.
3. If you want to view persons (SmartTrain) and client contacts instead of internal actors, click the Select User drop down button to display a list of the other possible users.
   

4. Left click the name of the user to whom roles are being added.
   Result: The Detail tab of the selected internal actor is displayed.
5. Click the Role tab.
   Result: All roles currently assigned to this user within this organization are displayed in the Current Roles section at the top of the window.
6. In the Available Roles section at the bottom of the page, check the checkboxes for all of the roles you want to attach to the internal actor.
7. Click the Assign To Actor button.
   Result: All selected roles are now attached to the internal actor.

See Also

Users

Attaching Multiple Users to a Single Role.

Creating an Internal Actor

Deactivating an Internal Actor

Reactivating an Internal Actor

Attaching a User to Multiple Roles

Removing Multiple Roles from a User

Attaching a User to Multiple Rights Groups

Removing Multiple Rights Groups from a User

User Management

Roles

Rights

Rights Groups

Single Sign-on

Groups-Teams