Assign roles

Scope

This document explains how Administrators can assign, view, and manage roles for users within the organization using the User Management module.

It covers individual role assignment, role inheritance from groups, and basic role management actions.


I am new. Where should I start?

If you are new, start from the User Management page under the Administrator menu.

From there, you can open a user’s details and manage the roles assigned to that user.


Purpose

The purpose of this feature is to allow Administrators to:

  • Control user access by assigning appropriate roles

  • View roles assigned directly to a user

  • View roles inherited from groups

  • Add or remove roles when responsibilities change


Prerequisites

Before proceeding, ensure that:

  • You are logged in with an Administrator or Role Management permission

  • The user already exists in the organization

  • Required roles have been created and configured


I already understand. How do I proceed step by step?


1. Open User Management

  • Navigate to Administrator

  • Select Users

  • Open the User Management page

→ You will see a list of all users with their email, phone number, registration date, status, and last activity.


2. Open User Details

  • Click on a user name in the list

→ The User details panel is displayed on the right side.


3. Open Roles Tab

  • In the User details panel, select the Roles tab

→ You can view:

  • Individual roles (roles assigned directly to the user)

  • Roles inherited from Groups (read-only)


4. Manage Roles

  • Click Manage role

→ The Manage role dialog is displayed.


5. Select Roles

  • Click Select role

  • Search and choose one or more roles from the list

    • Example roles:

      • Super Admin (Org Admin)

      • Group Manager

      • Workspace Manager

      • Help Desk


6. Save Changes

  • Confirm the selected roles

  • Close the dialog

→ The assigned roles are applied immediately and appear in the user’s role list.


Result

  • The user gains permissions based on the assigned roles

  • Assigned roles are tracked with assigned date and assigned by

  • Group-inherited roles remain managed through Groups and cannot be edited here

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