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How to Manage User Roles
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All users, whether added manually by an administrator or self-registered, are associated with a minimum of one role within your site. This article will walk through how to add and remove existing users to and from various roles to help you manage your users.

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How to Add a User to a Role

In some cases you may have active users within your site that need to be added to a new role after they have registered. Common scenarios may include when a Reviewer or Recommender wishes to also be an applicant within the site. These users can register themselves for additional roles through their account settings, but administrators can also manage roles on behalf of users by following the steps below.

Add an Individual User to a Role

In order to add a user to a role:

  1. Go to Manage Users
  2. Locate the user in the list of users in your site.
  3. Hover over the user and click on the More Options icon
  4. Click Change Role
  5. Select the additional role(s) you wish to add the user to
  6. Click Apply

Add Multiple Users to a Role

In order to add multiple users to a role at once:

  1. Go to Manage Users
  2. Select the users in the user list that you wish to add
  3. Click Actions
  4. Click Change Role
  5. Select the additional role(s) you wish to add the users to
  6. Click Apply

 

How to Remove a User from a Role

You may also remove a user from a role because you no longer wish for them to have access to the tasks available for that group. If this is a process you wish to take please be warned that removing users from a role can negatively impact data within your site.

In order to remove a single user from a role:

  1. Go to Manage Users
  2. Locate the user in the list of users in your site
  3. Hover over the user and click on the More Options icon
  4. Click Change Role
  5. Unselect the role(s) you wish to remove the user from
  6. Click Apply

NOTE: You will not be able to remove a user from ALL roles using this process and one role will need to be selected in this window. To delete a user completely from the site, please refer to How to Delete a User from the Site.

 

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