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FieldLogs

Assigning a Role

A User in FieldLogs is associated with one or more Roles.

A Role can be assigned to each Member created in the Enterprise.

To Assign a Role to a Member:

  1. From the main menu, go to Enterprise > Organization > Organization OrganizationIcon.png.

    OrganizationNavigation.png

  2. In Enterprise Hierarchy, select a Group.

    Note

    When you select a Group, you see the Members of this Group and of its subgroups.

    Select_Group_Organization.png

  3. In Enterprise Members, select a Member.

    Select_User_Enterprise_Members.png

  4. In the section Edit Members, select Member Roles as All from the dropdown.

    The Member Roles have been categorized based on Membership, Security, Competency, Publication, and Groups.

    Edit__Members__Select__Role.png

    You can also click on the square icon to view the Roles displayed and filtered based on the category chosen.

    SquareIcon.png

    Check the desired Roles and click Close. The images shown display the Roles related to Publication and Security.

    Roles_Publication.png
    Member_role_security.png

  5. Click Save.

    Click_Save_Member_Roles.png

    The Roles for this Member are set.

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