Role membership by user

1. Select Core and then select People finder. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears. Select Access.

   Alternatively, select Core, Security, and then Roles. Find the role in the list and select the role name. Select Members. Find a user in the list of members. Select their name. The Access tab of the user's Core profile appears.

   See Access.

2. Select Role membership.

3. All of the user's current roles will be listed.

1. Select Core and then select People finder. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears. Select Access.

   Alternatively, select Core, Security, and then Roles. Find the role in the list and select the role name. Select Members. Find a user in the list of members. Select their name. The Access tab of the user's Core profile appears.

   See Access.

2. Select Role membership.

3. From the Role membership screen, select Edit.

4. Use the checkboxes to add or remove roles.

   Note: Some roles are managed by relationships or enrollment, and cannot be added or dropped from this screen.

5. Select Save & exit.

1. Select Core and then select People finder. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears. Select Access.

   Alternatively, select Core, Security, and then Roles. Find the role in the list and select the role name. Select Members. Find a user in the list of members. Select their name. The Access tab of the user's Core profile appears.

   See Access.

2. Select Role membership.

3. From the Role membership screen, select View history.

4. View the date and time any role was added or removed, as well as who made the change.

5. Return brings you back to the Role membership screen.

1. Select Core.

2. Select People finder.

3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

4. Select Access. See Access.

Or

1. Select Core.

2. Select Security.

3. Select Roles.

4. Find the role in the list. Then select the role name.

   Alternatively, on the role's row, select (...) and then select Manage roles.

5. Select Members. A list appears.

6. Find a user in the list of members. Select their name. The Access tab of the user's Core profile appears. See Access.

To view which roles are enabled for a user, you must have the platform manager role with the User profile (53405) or Manage login (53788) task enabled.