Tasks on the Role Mapping Tab

On the Role Mapping tab, you can work from two different points of view represented by the Role view tab and the User view tab. The Role view tab serves for mapping both users and groups while the Users view tab for mapping users to roles only. The following topics describe these actions in step-by-step detail.

To map users or groups to roles in the Role View:

1. Switch to the Role View.
2. Select the role you want to work with from the Available Roles drop-down menu.
3. Select either Users or Groups tab in the Available Users/Groups section.
4. If you want to add (map) all users/groups from the Available Users/Groups list to the selected role, click Add all button from the Main Controls.
5. To add (map) selected users/groups to the selected role, choose the users/groups you want to add, in the Available Users/Groups list. Select multiple items by dragging or holding CTRL or SHIFT while clicking. Click Add button from the Main Controls to complete the process of adding users/groups. The selected users/groups move from the Available Users/Groups list to the Role Contents list.
6. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.

NOTE: Each user or group can be mapped to none or as many roles as you want. Remember, that a user that is not mapped to any role (either directly or indirectly through group membership) cannot access Valuemation, because he/she has got no granted rights.

See the first image in the Role View tab section of the Role Mapping topic for reference.

To unmap users or groups from the roles in the Role View:

1. Switch to the Role View.
2. Select the role you want to work with in the Available Roles drop-down menu.
3. Select either Users or Groups tab in the Available Users/Groups section.
4. To remove (unmap) selected users/groups from the selected role, choose the users/groups you want to remove, in the Role Contents list. Select multiple items by dragging or holding CTRL or SHIFT while clicking. Click Remove button from the Main Controls to complete the process of removing users/groups. The selected users/groups move from the Role Contents list to the Available Users/Groups list.
5. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.

See the first image in the Role View tab section of the Role Mapping topic for reference.

To map users to roles in the User View:

1. Switch to the User View.
2. Select the user you want to work with in the Available Users drop-down menu.
3. If you want to add (map) all roles from the Available Roles list to the selected user, click Add all button from the Main Controls.
4. To add (map) selected roles to the selected user, choose the roles you want to add, in the Available Roles list. Select multiple items by dragging or holding CTRL or SHIFT while clicking. Click Add button from the Main Controls to complete the process. The selected roles move from the Available Roles list to the Mapped Roles list.
5. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.

Note: Each user can be mapped to none or as many roles as you want. Remember, that a user that is not mapped to any role (either directly or indirectly through group membership) cannot access Valuemation, because he/she has got no granted rights.

See the image in the User View tab section of the Role Mapping topic for reference.

To unmap users from the roles in the User View:

1. Switch to the User View.
2. Select the user you want to work with in the Available Users drop-down menu.
3. To remove (unmap) selected roles from the selected user, choose the roles you want to remove, in the Mapped Roles list. Select multiple items by dragging or holding CTRL or SHIFT while clicking. Click Remove button from the Main Controls to complete the process. The selected roles move from the Mapped Roles list to the Available Roles list.
4. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.

See the image in the User View tab section of the Role Mapping topic for reference.