Creating and Managing Users Within Roles

Before you begin

To assign or remove users from roles, you must have Manage Access rights. Members of the Administrators and Co-owners roles have these rights granted by default. You can also grant Manage Access rights under a custom role.

About this task

SOTI Snap simplifies the process of adding, changing, or removing users within an app role.

Note: The following activities are the same whether adding a user to a default or custom role. Adding or removing users within roles affects the apps available to them under the Shared With Me tab of the App Manager.

Procedure

  1. Open the Apps view, and beside the published app whose role memberships you want to update, select More > Manage Access.
  2. For the available tasks, follow the corresponding procedure:
    Task Procedure
    Adding a User to a Role

    To add one or more users to a role:

    1. In the Console Access tab, select Roles.
    2. Select to expand the dropdown list beside the role category (Default or Custom).
    3. Pick the name of the role you wish to add a user to, and select Users. Members of the role appear in the panel to the right.
    4. Select the Assign User button. The Assign Users window opens.
    5. In the Users section, select the Users search field. Enter the name of the user(s) you wish to add.
    6. Expand the Roles dropdown list. By default, SOTI Snap selects the requested role and you can select even more roles.
    7. Select all required roles and then select Done.
      Note: The rights from each selected role combine with those of the other selected roles. Make sure the role combinations do not result in excessive access.
    8. Select Add to complete the role assignment.

    Results: The added users are in the Users list for the role.
    Changing User Role Memberships To change a user's role memberships:
    1. In the Console Access tab, select Users.
    2. Beside the user's name, select More and then select Assign Role. The Assign Roles window opens.
    3. From the list of available default and custom roles, select or deselect all applicable roles for the user. Select Save.
      Note: The rights from each selected role combine with those of the other selected roles.
    Results: The user is a member of all selected groups.
    Removing a User from a Role To remove one or more users from a role:
    1. In the Console Access tab, select Roles.
    2. Select to expand the dropdown list beside the role category (Default or Custom).
    3. Select the name of the role you wish to remove a user from, and select Users. Members of the role appear in the panel to the right.
    4. Beside the name of the user to removed, select More and then select Remove User.
    5. In the Remove User(s)? confirmation window, select Remove.
    Results: You removed the user from the list.