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Manage User Roles


To manage user roles and their capabilities,

  • Navigate to Manage Role > Roles from the left-hand menu.
  • In the Roles window, you can see a list of role names, users and groups to which the roles are assigned, capabilities of the role and an action button to perform various operations on the role.
Manage User Roles and Capabilities | Role Management

Actions thet can be performed on the roles:

  • The following actions can be performed on the roles:
    • Edit: Edit the role name and capabilities.
    • Delete: Delete the role.
    • Mark As Default: Make the selected role as default for all the users.
    • Edit Members: Add, Remove the users and groups to which the role is assigned.
Role and capabilities management | Role Management

Edit Role:

To edit the desired role,

  • In the Actions column, click on the edit option of desired role.
Edit role to update | Role Management

  • In the Role Name, update the existing role name with desired role name.
  • Select the capabilities for the role.
  • Once done with the capabilities, click on the Update button to update the role.
Update role name and capabilities | Role Management | Update Roles

Edit Members in the Roles:

To add and remove members to any particular role:

  • Click on the Edit Members option from the Actions column of any desired role.
Add / Remove Members of any role | Role Management | Add/Remove Members

Add user accounts to the selected role:

  • In the Users tab already added users will be displayed.
  • In the Actions column, click on the cross icon to remove the added user.
  • Click on the Add Users button, to assign the selected role to the users.
Assign the role to users | Role Management | Add/Remove Members

  • To add user accounts, Select a Search Base from the dropdown.
  • To search any particular user enter the user name (optional) and click on the search icon.
  • A list of users will appear with their distinguished names.
  • Select the users to assign the selected role to.
  • Once done with the users selection, click on the Save button.
Add users in the selected role | Role Management | Add/Remove Members

Add groups to the selected role:

  • In the Groups tab already added groups will be displayed.
  • In the Actions column, click on the cross icon to remove the added group.
  • Click on the Add Groups button, to assign the selected role to the groups.
Assign the role to groups | Role Management | Add/Remove Members

  • To add Groups, Select a Search Base from the dropdown.
  • To search any particular group enter the group name (optional) and click on the search icon.
  • A list of groups will appear with their distinguished names.
  • Select the groups to assign the selected role to.
  • Once done with the groups selection, click on the Save button.
Add groups in the selected role | Role Management | Add/Remove Members