Assign a role to a user

Note: Roles assigned to individual users are additional to the roles inherited through group membership. CONNECT enables Account Administrators to add individual roles to users. However, as a best practice, role assignments should be done through Groups.

You can assign the following types of roles:

• Service role – Select this if you want to assign a service-specific role to the user.

• Account role – Select this if you want to assign one of the CONNECT default roles.

  Note: Roles defined in CONNECT are also used in CONNECT visualization, but not CONNECT data services; CONNECT data service roles are handled separately. See CONNECT data services roles in CONNECT data services for more details.

To assign a role to the user:

1. Select the Users option. The available users are listed.

2. Search and filter down to the user you want to assign a role to.

3. Select the username. The role(s) the user is currently assigned to are displayed in the Roles tab.

4. Select Assign role to assign the user to a new role.

5. On the Assign role area, select the type of role you want to assign the user - Service role or Account role. The options available on this area vary depending on the type of role you select.

   Go to Step 6 if you want to add a service-specific role or go to Step 7 if you want to add a CONNECT default role or an account role.

6. If you want to assign a service-specific role, do the following:

   1. On the Assign role area, select the Service role option.

   2. From the Service list, select the service for which you want to assign the role.

   3. From the Folder list, select the folder that you want the user to have access to.

   4. From the Role list, select the role you want to assign the user.

7. If you want to assign an account role, do the following:

   5. On the Assign role area, select the Account role option. The roles available for your account are listed in the Role list.

   6. Select the required role for the user.

   Note: The user you have selected for assigning the role is displayed in the Users box and is not editable.

8. Select Save. The selected user is assigned the role.