{"id":3410,"date":"2024-08-22T18:18:04","date_gmt":"2024-08-22T18:18:04","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=3410"},"modified":"2025-01-03T19:41:54","modified_gmt":"2025-01-03T19:41:54","slug":"security-users-and-roles","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/security-users-and-roles\/","title":{"rendered":"Security- Users and Roles"},"content":{"rendered":"\n<p>This feature allows user to select an MSS user or ESS user and view their assigned and available roles. Along with this, user can also assign a new role and unassigned an existing role.<\/p>\n\n\n\n<p><strong>Required permission<\/strong>: FeatureUsers and Roles<\/p>\n\n\n\n<p>User can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Search for roles as well along with searching for user<\/li>\n\n\n\n<li>User can use the filter to select users, ess users, or all<\/li>\n\n\n\n<li>User can toggle on to view only assigned roles<\/li>\n<\/ul>\n\n\n\n<p><strong>Search User and Search Roles<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Goes to \u201cUsers And Roles\u201d page available under Security Page<\/li>\n\n\n\n<li>There are two filters above Roles tab.<\/li>\n\n\n\n<li>User can enter the user name in \u201cSearch User\u201d if user is searching for user name.&nbsp;<\/li>\n\n\n\n<li>User can enter the role name in \u201cSearch Roles\u201d if user is searching for a role.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1460\" height=\"763\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131.png\" alt=\"\" class=\"wp-image-4333\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131.png 1460w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131-300x157.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131-1024x535.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131-768x401.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131-50x26.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131-60x31.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-131-100x52.png 100w\" sizes=\"auto, (max-width: 1460px) 100vw, 1460px\" \/><\/figure>\n\n\n\n<p><strong>Select \u201cUsers, ESS Users, or All\u201d filter<\/strong><\/p>\n\n\n\n<p>To select different type of users,<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User goes to \u201cUsers And Roles\u201d page available under Security Page<\/li>\n\n\n\n<li>User clicks on \u201cUsers\u201d filter&nbsp; (By-default,&nbsp; Users is selected)<\/li>\n\n\n\n<li>It will show the drop-down with options- Users, ESS Users, All<\/li>\n\n\n\n<li>User can select one of those<\/li>\n\n\n\n<li>It will filter the users list based on the selection<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1470\" height=\"749\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132.png\" alt=\"\" class=\"wp-image-4335\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132.png 1470w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132-300x153.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132-1024x522.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132-768x391.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132-50x25.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132-60x31.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-132-100x51.png 100w\" sizes=\"auto, (max-width: 1470px) 100vw, 1470px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Assign a new role to a User<\/h3>\n\n\n\n<p>To assign a new role to a user,<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User clicks on Users and Roles<\/li>\n\n\n\n<li>Selects a user&nbsp;<\/li>\n\n\n\n<li>on Roles tab, \u201cShow only assigned\u201d toggle will be on by-default. Turn off the toggle to view all assigned and unassigned role<\/li>\n\n\n\n<li>Select the checkbox for a role user wants to assign<\/li>\n\n\n\n<li>Once user selects the roles, button \u201cSave Changes\u201d and \u201cCancel\u201d will be enabled<\/li>\n\n\n\n<li>Click on button \u201cSave Changes\u201d to save the new role assigned. Once role is assigned successfully, it will show the success toast message \u201cRoles changes saved successfully\u201d<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1385\" height=\"764\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133.png\" alt=\"\" class=\"wp-image-4337\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133.png 1385w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133-300x165.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133-1024x565.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133-768x424.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133-50x28.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133-60x33.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-133-100x55.png 100w\" sizes=\"auto, (max-width: 1385px) 100vw, 1385px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Unassign a Role<\/h3>\n\n\n\n<p>To Unassign a role,<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User clicks on Users and Roles<\/li>\n\n\n\n<li>Selects a user&nbsp;<\/li>\n\n\n\n<li>on Roles tab, \u201cShow only assigned\u201d toggle will be on by-default. User will see all the assigned roles<\/li>\n\n\n\n<li>Deselect the checkbox for a role user wants to unassign<\/li>\n\n\n\n<li>Once user deselects the roles, button \u201cSave Changes\u201d and \u201cCancel\u201d will be enabled<\/li>\n\n\n\n<li>Click on button \u201cSave Changes\u201d to save the changes. Once role is unassigned successfully, it will show the success toast message \u201cRoles changes saved successfully\u201d<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1468\" height=\"739\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134.png\" alt=\"\" class=\"wp-image-4339\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134.png 1468w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134-300x151.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134-1024x515.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134-768x387.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134-50x25.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134-60x30.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/image-134-100x50.png 100w\" sizes=\"auto, (max-width: 1468px) 100vw, 1468px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This feature allows user to select an MSS user or ESS user and view their assigned and available roles. Along with this, user can also assign a new role and unassigned an existing role. Required permission: FeatureUsers and Roles User can: Search User and Search Roles Select \u201cUsers, ESS Users,&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[217],"ht-kb-tag":[215,116],"class_list":["post-3410","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-admin_security","ht_kb_tag-admin","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3410","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=3410"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3410\/revisions"}],"predecessor-version":[{"id":4342,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3410\/revisions\/4342"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=3410"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=3410"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=3410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}