Modifying Roles

💼In some cases, Users will need new policies applied in order to access parts of the system.

🚧To modify the Role(s) (i.e. apply new policies) for a User, please follow the steps below:

Prerequisites

Before following the steps below, ensure the following has already been done:

• follow the ✏️How to Edit a User steps, then

• follow the Editing a User steps

1

Click on the Role input.

2

Add or remove a role

Adding or Removing a Role

Adding a Role

🚧To add a role:

1. enter a new role

2. click on that role option in the autocomplete popup.

In this example, we will add CLINICAL_MANAGER to the roles of the User.

Removing a Role

🚧To remove a role:

1. click on the x button on the role to be removed.

3

Finally, click the Save button

After, the Security Properties should update.

The Save button is located in the top right-hand corner of the Security Properties panel.

4

Verify that new role is present.