RS Admins can use the Roles tab to:
View Role Descriptions and Capabilities
View descriptions for all roles.
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From the Admin home page, select the Roles tab.
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All available assignable roles and descriptions will be displayed.
Search for Role Data
Search role data for all users by Role or User in a centralized location.
- From the Admin home page, select the Roles tab.
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Scroll down and select one of the following tabs:
- Search by Roles
- Search by User
- Type in the search criteria and hit the Enter/Return key on your keyboard. Matching results will be displayed in the Role Name list.
Export Role Data
Once the desired role data has been generated, a .CSV file can be exported. The file can contain:
- All users with a specific role - or -
- All roles held by a specific user
- After following the search steps above, click on the desired Role or User Name.
- Select the Export button.
- A .CSV file will be created.
Please note: The Inc Sub Units toggles are not active at this time. We hope to add this functionality in a future release.
Remove User from Role
Once a role has been selected following the steps above, click on the trash can icon to remove a specified user from the role.