Add or Remove Roles for an Individual User

Add or remove an individual user's roles directly from their profile. To do so, you must have the platform manager role with the User profile (53405) or Manage login (53788) task enabled.

  1. Select Core and then People finder. Search for an individual user and select their name. The user's profile 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. Access information for 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.

Alternatively, you can view the list of all security roles and tasks, view the details for a specific role and its membership, then remove a user from the role. See remove users from a role (in bulk).