In this article, you will learn how to assign roles to users so that they are authorized to perform operations in CluedIn.
This article is intended for users with the OrganizationAdmin role or users with the following claim access levels.
|At least Consulted
|At least Consulted
After you add a user to CluedIn, you can give the user access to more features within the platform by adding other roles to the user.
You can assign roles to the users in two places within the platform:
- Administration > User Management > Users – this option is useful when you want to assign multiple roles to one user.
- Administration > Roles – this option is useful when you want to assign one role to multiple users.
The following diagram shows the flow of assigning roles to users.
You can review the roles that are already assigned to the user and assign other roles in the Users section.
To assign roles to a user in the Users section
On the navigation pane, go to Administration > User Management. Then, select Users.
On the All users page, select the user to whom you want to assign the role. Then, go to the Roles tab.
Select Add role to user.
On the Add role to user pane, select the roles that you want to assign to the user. In the upper-right corner, select Add Roles, and then confirm that you want to assign the role to the user.
A new role is assigned to the user and it is displayed on the Roles tab of the User Details page.
The user will receive an email about the role changes. For the changes to take effect, the user has to sign out and sign in again.
You can review the users who have been already added to the role and add other users in the Roles section.
To assign roles to a user in the Roles section
On the navigation pane, go to Administration > Roles.
Select the role that you want to assign to the user. Then, go to the Users tab. Here, you can view the users who have been added to the role.
Select Add users.
On the Select users to add pane, find and select the users that you want to add to the role. In the upper-right corner, select Add users, and then confirm that you want to add the users to the role.
The users are added to the role and they are displayed on the Users tab of the role.
The users will receive an email about the role changes. For the changes to take effect, the users have to sign out and sign in again.