Assign or Unassign a Security Role to a User

Before you can perform this task

• Open the company as the System Administrator.
• Create at least one security role .
• Switch to single-user mode.

To assign a security role to an existing user

1. In the Home window on the Setup menu, choose Set Up Users & Roles and enter your Sysadmin password.
2. On the Users tab, select the user to whom you want to assign a role and click Modify User.
3. Select a User Role and review the access rights for this role.
4. Click OK to close the Modify Role window.
5. Click Close.

To unassign a security role from a user

1. In the Home window on the Setup menu, choose Set Up Users & Roles and enter your Sysadmin password.
2. On the Users tab, select the user from whom you want to unassign a role and click Modify Role.
3. Change the User Role to Custom. (Optional) Add or remove access rights for this user.
4. Click OK to close the Modify Role window.
5. Click Close.

What do you want to do

Create or change a security role

Learn about security roles

Learn about setting up users