Activating Persons for a Role

Only persons who have an Actor Role Status of Pending can be activated within a role. When activating persons for a role, you can also activate the role from within the Person record.

1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
2. In the User Management section, click Role.
   Result: The Role list window is displayed.
3. Click the link for the appropriate role.
   Result: The role Detail tab is displayed.
4. Click the Users tab.
5. Click the Select User drop down arrow and select Person.
   
6. Check checkboxes of the Pending persons to be activated.
7. Click Action > Activate.
   Result: All selected persons are now activated for the role.

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

Viewing Users Attached to Roles

Adding Persons to Roles

Removing Persons from a Role

Deactivating Persons from a Role

Person Setup