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Grant and Revoke End User Roles

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  • User roles allow you to grant access to applications and specific screens or tasks. You create roles during development in Service Studio. When you deploy the application, the roles are automatically available in the Users application. Learn more about roles definition.

    Grant a role to an end user

    To grant a role to an end user:

    1. In the Users application, click the Applications tab to view a list of all the applications in the environment.

    2. Click the application name to open the application detail page. You can view the list of roles that exist in the application and a list of the users who have access to the application, based on the roles granted to them.

    3. In the application detail page, click a role to view the list of end users who currently have the role.

    4. Under the list of Users, in the input box, type the required username.

    5. Click on Add to grant the role to the end user.

    Grant an end user role from the application detail page

    Revoke a role from an end user

    To revoke a role from an end user:

    1. In the Users application, click the Applications tab to view a list of all the applications in the environment.

    2. Click the application name to open the application detail page.

    3. In the application detail page, click the required role to view the list of end users who currently have the role.

    4. Type the required username in the search box above the list of users and click Search.

    5. Hover over the end user in the list and click on Remove to revoke the role from the end user.

    Revoke an end user role from the application detail page

    Alternatively, you can grant or revoke a role from a user in the user details page. In this page you can view the list of all the roles granted to the user.

    Grant an end user role from the user details page

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