Role Management (in User Management)

 

How to find Role Manager or Find Members list
  1. Under User Management, search for the role name and select it.Uploaded image
  2. Click Manage Profile Uploaded image
     
  3. Boxed in red (left side) is the list of role managers.Uploaded image
     
  4. Boxed in red (right side) is the members of the role. Group membership and Online Toolkit group membership should match.
  • If the list in red is long, you can click group membership email request and it will send you excel file. This includes expiration dates for any roles. Uploaded image
     

 

How to Add Roles to Someone
  1. Under Request Hub, click on Request Access.Uploaded image
     
  2. Enter in the persons NetID or ID number, once it finds them select them from the list and click confirm.|
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  3. Select the role and select Next. 
    • Tip: You can search using Filter at the top.Uploaded image
       
  4. Confirm the correct account is displayed. Click Submit.
    • Tip: You can change the end date of the role
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  5. Enter an optional Reason for why you are requesting the access and select Submit.Uploaded image
     
  6. The confirmation the request was submitted will appear in the top right corner.Uploaded image
     

 

How to Remove or Change End Date of a Role for Someone
  1. Under Request Hub, click on Change Access.Uploaded image
     
  2. Enter in the persons NetID or ID number, once it finds them select them from the list and click confirm.Uploaded image
     
  3. Make the necessary changes (remove or change end date) and click Submit.Uploaded image
     
  4. Enter reason for the request and click Submit.Uploaded image

 

How to Add/Remove Manager
  1. Under User Management, search for the role name and select it.Uploaded image
     
  2. Click Manage Profile Uploaded image
     
  3. Make the necessary changes to the managers. Enter a reason and click submit.Uploaded image
     

 

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