Assign Role to User

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Assigning a Role

1. Navigate to User Profile
   • Go to the Users section in the administrator portal
   • Find and click on the user you want to modify
   • The user’s profile page will open
2. Access Edit Mode
   • Look for the user’s name at the top of the sidebar
   • Click the “Options” button next to the name
   • Select “Edit” from the dropdown menu
3. Locate Roles Section
   • Scroll down in the edit form
   • Find the “Roles” section
   • This displays current roles and allows adding new ones
4. Select New Role
   • Click on the role select box
   • A dropdown will display all available roles
   • Choose the appropriate role from the list:
     • Administrator
     • Instructor
     • Student
     • Dispatcher
     • Accountant
     • Or any custom roles your organization has created
5. Add the Role
   • After selecting a role, click the “Add Role” button
   • The role will appear in the user’s role list
   • Users can have multiple roles if needed
6. Save Changes
   • Click “Save” at the bottom of the form
   • The role will apply immediately
   • The user now has all permissions associated with that role

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Understanding Role Assignment

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Multiple Roles

• Users can have multiple roles simultaneously
• Permissions are cumulative - users get all permissions from all assigned roles
• Common combinations: Instructor + Administrator, Student + Dispatcher

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Immediate Effect

• Role changes take effect immediately upon saving
• Users may need to refresh their session to see new features
• No need to log out and back in

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Role Removal

• To remove a role, click the X next to the role name
• Save changes to apply the removal
• Ensure users maintain at least one active role

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Best Practices

• Principle of Least Privilege: Only assign roles users need for their work
• Regular Reviews: Periodically review user roles for accuracy
• Documentation: Keep records of why specific roles were assigned
• Training: Ensure users understand their new permissions when roles change