Role Membership by User

Platform managers can assign application roles to users from their profiles, as well as view a history of the roles a user has had.

  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.

  5. Select Role membership.

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

  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.

  5. Select Role membership.

  6. From the Role membership screen, select Edit.

  7. Use the checkboxes to add or remove roles.

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

  8. Select Save & exit.

  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.

  5. Select Role membership.

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

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

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

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.

For information about roles and tasks for SKY API, see API & SDK.