Assign roles and groups to users

Introduction

The Membership node allows administrators to manage the relationships among users, groups, and roles. Users can be added to roles in Kepion and groups in Windows Active Directory (AD) or Azure AD, allowing administrators to set permissions and restrictions in bulk.

This article covers:

• Navigating to a user in the Membership node. 
• The Membership node's layout and functionality in the user context.
• 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 users. 

1. Go to Administrator and select an application.

2. Go to Membership using the left navigation.

3. Select a user from the Configure dropdown.

You will land on this page: 

Manage roles

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

Note: Role and group both refer to a set of members (users, other groups, or other roles) with defined permissions, access, and/or capabilities. The difference is that roles are defined in Kepion, and groups are defined in Active Directory or Azure Active Directory.

The Roles tab also offers the following actions to manage a user's roles. 

Add to Role

Adds the user to a role.

Remove

Removes the user from the selected role. 

View groups

You can also view a user's group memberships by going to the Groups tab. 

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

Resources

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