Viewing Users Attached to Roles

Each Role record has a Users tab where all persons attached to the role can be viewed.

1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
2. In the User Management section, click Roles.
3. Click the Role link of the record to be accessed.
   Result: The Detail tab of the Role record is displayed.
4. Click the Users tab.
5. Click the Select User drop down arrow and select Person.
   Result: All persons attached to the role are listed.

See Adding Persons to a Role for additional information.

See Also

Creating Person Roles

Editing Person Roles

Deleting Person Roles

Adding Requirements to a Person Role

Activating Person Role Requirements

Changing Person Role Requirement Defaults

Adding a Document Type to a Person Role

Deleting a Document Type from a Person Role

Deactivating Role Requirements

Adding Roles to a Position

Adding Persons to Roles

Removing Persons from a Role

Activating Persons for a Role

Deactivating Persons from a Role

Person Setup