Assign roles
Last updated
Last updated
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.
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
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
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
Click Select role
Search and choose one or more roles from the list
Example roles:
Super Admin (Org Admin)
Group Manager
Workspace Manager
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