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Manage users and security roles

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To use anything other than common capabilities in finance and operations apps, users must be assigned to security roles. You can assign users to roles automatically, based on rules and business data, exclude users from automatic role assignment, or add users to roles manually.

Automatically assign users to roles

This procedure explains how system administrators can automatically assign users to roles, based on business data.

  1. Go to Navigation pane > Modules > System administration > Security > Assign users to roles.
  2. In the tree, select 'Accounting supervisor'. Select the role that you want to configure the rule for. In this example, select Accounting supervisor.
  3. Select Add rule to open the dialog menu.
  4. In the Select a query list, find and select the desired record. Select the query to use for this rule.
  5. In the Membership rule name list, click the link in the selected row.
  6. Select Edit query. Edit the query, as needed.
  7. Select OK.
  8. Select Run automatic role assignment.
  9. Go to Navigation pane > Modules > System administration > Users > Users (ideally in a separate browser tab).
  10. Review the roles assigned to various users to confirm that the role assignment query was correct. Adjust and re-run if needed.

Exclude users from automatic role assignment

This procedure explains how to exclude users from automatic role assignment.

  1. Close the page.
  2. Go to Navigation pane > Modules > System administration > Security > Assign users to roles.
  3. In the tree, select 'Accounting supervisor'. Select a role. For this example, select Accounting supervisor.
  4. In the Users assigned to role menu, select Manually assign/exclude users.
  5. In the Assign users to or exclude users from role list, mark the selected row. Select a user.
  6. On the Action pane, select Exclude from role.
  7. Select Exclude from role to exclude the selected users from the role. To remove exclusions, select the users that you want to remove exclusions for, and then click Reset status. When you remove an exclusion by resetting the user's status, the user's role is assigned automatically. However, the user is not immediately assigned to the role or excluded from the role when you reset the status. Instead, the user is either assigned to the role or removed from the role the next time that the rules for automatic role assignment are run.

Manually assign users to roles

Users who are manually assigned to security roles must also be manually removed by the administrator. These users are not removed from roles by rules for automatic role assignment.

  1. Go to Navigation pane > Modules > System administration > Security > Assign users to roles.
  2. In the tree, select a role, and in the Users assigned to role menu, select Manually assign/exclude users.
  3. In the Assign users to or exclude users from role, users that have not been assigned the role are listed with the Assignment mode set to None. Select one or more users that should be assigned the role.
  4. On the Action pane, select Assign to role. The Assignment mode is updated to Manual and the users now have a new role assigned.

Manually remove users from roles

Users who are manually assigned to security roles must also be manually removed by the administrator. These users are not removed from roles by rules for automatic role assignment.

  1. Go to Navigation pane > Modules > System administration > Security > Assign users to roles.
  2. To remove one user, follow these steps:
    1. In the tree, select a role.
    2. In the Users assigned to role area, select the user that should be removed.
    3. Select Remove and the user is removed from the role.
  3. To remove multiple users, follow these steps:
    1. In the tree, select a role.
    2. In the Users assigned to role area, select Manually assign/exclude users.
    3. In the Assign users to or exclude users from role page, users that have not been assigned to the role have None in the Assignment mode column. Select the users that should be excluded from the role.
    4. On the Action pane, select Exclude from role. The Assignment mode column is now updated to Manual and the users are now excluded from the role.