How To: Manage user roles in Pitram Portal.

Relates to versions - 6.0.0+

The guide has been developed to explain the process of adding and managing user account roles on the Pitram portal. This operation requires the use of an administrator account.

Overview:

At times, it is necessary to add or remove roles from users in cases where they require more or less access to functionality with the Pitram solution. To undertake this task, an administrator must log in to the Pitram Portal and assign\remove roles as required. Roles are typically set up during implementation, and may be refined during the normal course of business. The Pitram Support team, or your regional resources can assist with changes as required.

Steps:

1. Navigate to the 'System' tab in the Pitram portal.
2. Select 'Manage Users' from the left-hand admin panel.
3. Select the user to confirm which roles are assigned.
   
   
   
   
4. Click on the 'User Roles' Tab. This shows all roles assigned. Currently this example shows the account has the Mine Control Operator role.
   
   
   
   
5. To assign a user to a role, Close the 'Edit Account' tab and then select 'Manage Roles' on the left.
6. Click on a role you would like to assign (e.g. Mine Control Operator).
   
   
   
   
7. Click on the 'User' tab in the middle.
8. Select 'Add'.
   
   
   
   
9. Select the user and click 'OK'
   
   
   
   
10. The user will appear under the role header as confirmation. Press okay to close the User Role.
    
    
    
    The same can be applied in reverse, where users can be removed from roles they no longer require. It should be noted that all users require at least one role for the Pitram Portal to remain functional for them. Where simple reporting access is required, the 'Default Role' is typically sufficient.

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