How do I update a person's security role?

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Security roles are important as they determine how screens appear as well as what users have access to. A person's security role is updated on the Security Roles tab on their User Account record.

The Security Roles tab of a person's User Account record.

To update a person's security role, perform the following steps:

  1. Navigate to the "Find User Accounts" query on the Identity & Access Management homepage.
  2. Once you find the record you want to update, click on the Security Admin link on the query results screen, bringing you to the User Account record.
  3. Click on the Security Roles tab in the pane on the left.
    • To add a security role, simply click on the role in the left hand column which will make it appear in the right hand column and click Update.
    • To remove a security role, click on the role in the right hand column and click Update.

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