Assign roles

administration roles

On this page

1. Assign roles in Users
2. Assign roles in Roles

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.

After you add the user to CluedIn, you can give the user access to more features within the platform by adding another 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 a user.

• Administration > Roles – this option is useful when you want to assign a role to multiple users.

The following diagram shows the flow of assigning roles to users.

Assign roles in Users

If you want to review the roles that are already assigned to the user and assign another roles, perform the following procedure.

To assign roles to the user in the Users section

1. On the navigation pane, go to Administration > User Management. Then, select Users.

2. On the All users page, select the user to whom you want to assign the role. Then, go to the Roles tab.

3. Select Add role to user.

4. 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 the effect, the user has to sign out and sign in again.

Assign roles in Roles

If you want to review the users who have been already added to the role and add another users, perform the following procedure.

To assign roles to the user in the Roles section

1. On the navigation pane, go to Administration > Roles.

2. 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.

3. Select Add users.

4. 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 the effect, the users have to sign out and sign in again.

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