Manging User Roles and Access

Managing User Roles in the Program

As a program administrator, you have the responsibility of managing user roles effectively within the system. Here's a step-by-step guide on how to do it:

Accessing User Roles:

• Log in to the system and navigate to the Program Details section from either the dashboard or the left-hand hamburger menu.
  
• Click on "User Roles"
  

Viewing Roles:

• Within the User Roles section, you'll find two tabs: "By Role" and "By Name".
  
• Select "By Role" to view all roles assigned to the program, along with their details and the total number of users with access.
• You can determine if the assigned access is standard or custom.
  

Viewing Users Assigned to Roles:

• To see the users assigned to a particular role, click on the numeric value under the "Total Users" column.
  
• This action will unfold a drawer, revealing user details such as names, usernames, email addresses, and last login time.
  

Managing Roles by Name:

• If you prefer to track users by their names, select the "By Name" tab.
  
• Here, you can find all individuals with access, along with their user details and the number of roles they are assigned to. Select the number
  
• A drawer opens open where you will see the details of the role assigned to them along with descriptions
  
• Click on the eye icon under the Action column to view further details on what access is covered under a role
  
• Another drawer will open up which will allow you to view details on what kind of permission and access are assigned to a role. You can view all the information for each section of the Exxat Prism system
• Utilize the search bar to find specific users by their names.
  

Assigning and Unassigning User Roles:

1. To assign or unassign roles to users:

   1. Navigate to Program Details > User Roles > By Name > Manage Roles.
      
   2. Under the "Assign" section, view all roles assigned to an individual and unassign any unnecessary roles.
      
   3. Under the "Unassigned" section, view available roles and assign them to users as needed.
      

2. If you wish to unassign roles for a group of users assigned to one role:

   1. Go to Program Details > User Roles > By Role > Manage Users.
   2. Select the role you want to manage.
      
   3. Under the "Assigned" tab, you'll see the names of all individuals assigned to the role. Click on "Unassign" to remove any users.
      
   4. Under the "Unassigned" tab, select the "Assign" button to assign new roles to users.