Table of Contents

Switch to Scorecard Help Introduction - What is eBMS? Action Management Help Control Panel eForms eForm Designer General Linked eForms Permissions Quicklinks Reports Workflow

HELP CENTER NAVIGATION:  Contents :: Permissions :: Assign Users to Role :: Text Tutorial

Assign Users to Role

Assigning Users to Role allows users to be included in specific permission groups.

Warning: Permissions will only be active if the Enable System Security Check checkbox is ticked. If this box is unchecked users will have full access to all eBMS data and functions.

eBMS Tip: Build more sophisticated eForms and business processes with correct use of the eBMS permissions system.

Step 1 Click the Control Panel tab.

Select the Assign Users to Role under Permissions Section
 
Step 2 There are 3 panels to choose from in this section they are:

Add Role / User: Add User to a Role

Edit Role: Edit User Roles.

Delete User / Role: Delete a User from a Role.

Dropdown list box Roles will be filled by all the roles involving into the system.

Similarly Dropdown list box Users will be filled by the all the usernames
 
Step 3 Select an appropriate role from Roles dropdown.

Select the user from Dropdown list Users.

Click on Add User to Role button.

Result: This will assign a selected user to a selected Role.
 
Step 4 In order to Remover User from particular Role:

Select appropriate Role in Roles list.

Result: This will list all the users assigned to this Role in a list box.

Select a User to be Deleted from list box and click on Remove User from Role button. Once user has been removed he/she will not have the permissions of that Role.

Note: By Default Users are assigned to a role ‘Everyone’. An administrator can not add or remove users from this role
 
Related Topics Assign Permissions
Assign Permission at Control Level