Administrator Module - Membership for Roles

Introduction

The Membership node allows system admins and application admins to manage the relationships among users, groups, and roles. You can add members to roles and roles as a member of other roles, allowing you to set permissions and restrictions in bulk.

This article covers:

• Navigating to a role in the Membership node.
• Managing members.
• Managing roles.
• Resources for further learning. 

Tip: Explore other ways administrators can customize and configure applications and apps here.

Navigation

Follow the instructions below to go to the Membership node for roles. 

1. Go to Administrator and select an application.

2. Go to Membership in the left navigation. 

3. Select a role from the Configure dropdown. 

You will land on this page: 

Manage members

Upon selecting a role to configure, you will land on the Members tab. The column values in each tab provide key information about the user's memberships. 

The Members tab also offers the following actions to manage a role's members. 

Add Member

Add member(s) to the current role. A role's member could be a user, a group, or another role.

Remove

Removes member(s) from the current role.

Manage roles

You can also manage this role as a member of other roles by going to the Roles tab.

The column values provide key information about the user's group memberships. 

The Roles tab also offers the following actions to manage a role a member of other roles. 

Add to Role

Add the current role to another role.

Remove

Removes the current role from the selected role(s). 

Resources

• Administrator Module Overview
• Administrator Module - Membership for Users
• Administrator Module - Membership for Groups
• Administrator Module - Permission
• Administrator Module - Module Restrictions
• Manage User and Data Security