Updating User Role Membership
- HB Farris
Assign Users to Roles
As a System Administrator user, login to the Vera web portal
Navigate to User Management
Select the user profile of a single user
From the user profile, navigate to Domains & Roles
Select the Show all domains checkbox to show all domains
Use the dropdown beside a domain to add a role to the user
Repeat for each domain role to be assigned
If you do not want to save changes, in the Available Users dropdown use the x in the upper right to remove selected users
If you remove an approval role from approval policy, the role will no longer be available in Roles Management or User Management. The Role will still be associated to User profiles and visible on Users Domain roles until manually removed.
Approval roles are defined in the Approval Policy. All system roles (System Service Account, System Administrator, and User Administrator) are standard and do not exist in the approval policy.
Domain Administrator and Domain Viewer Roles are also standard and do not exist in the approval policy.
See Configure the Approval Policy for instructions on adding/modifying approval roles.
Remove Users from Roles
As an administrative user, login to the Vera web portal
Navigate to User Management
Select the user profile of a single user
From the user profile, navigate to Domains & Roles
From the list of domains, identify the domain from which a role will be removed for user
Click the dropdown beside the selected domain to expand the role list
Click the "x" next to the role that should be removed
Repeat for each domain role to be removed
If you do not want to save changes, uncheck the selected users or select Cancel in the validation window
To bulk update user information, including roles/domain membership, names, and emails, you can Import Vera users with updated user information instead of editing each user’s details through the User Management page.