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Assigning Roles to a User

This guide will walk you through the process of assigning a Roles to a User.

To assign Roles to users, you must have the Manage User permission. If you do not have this permission, please contact your system administrator.

Instructions

  1. Log into GuardREC® Compliance and Navigate to the User Management Section

    • Start by logging into GuardREC® Compliance.

    • Once you're in, navigate to the Administration section.

    • From there, go to the Users section.

  2. Select the User

    • In the Users section, you can search for a user in the search bar to quickly find the user you want to assign a role. Once found, select the user.

  3. Open the Roles Tab

    • Once you have selected the user, click on the Roles tab.

  4. Assign the Role

    • In the Roles tab, you will see a list of all the roles you have created. Select the appropriate role to assign to the user. You can assign multiple roles to a user.

  5. Save the Changes

    • Once you've assigned the appropriate role, be sure to click Save to apply the changes.

Please note: if a Role (e.g., Recorded User) is already assigned to the group that the user is a part of, the user will automatically inherit this role. This role cannot be removed from the user directly; it must be removed from the top-level group where this role is set. Be aware that if you remove a role from a top-level group, this will also remove the role from all other users within that group and any subgroups.