Role Management (in User Management)

 

How to find Role Manager or Find Members list
  1. Log in to Online Toolkit
  2. Under User Management, search for the role name and select it.Uploaded image
     
  3. Click Manage Profile Uploaded image
     
  4. Boxed in red (left side) is the list of role managers.Uploaded image
     
  5. 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. Log in to Online Toolkit
  2. Under Request Hub, click on Request Access.Uploaded image
     
  3. Enter in the persons NetID or ID number, once it finds them select them from the list and click confirm.|
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  4. Select the role and select Next. 
    • Tip: You can search using Filter at the top.Uploaded image
       
  5. Confirm the correct account is displayed. Click Submit.
    • Tip: You can change the end date of the role
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  6. Enter an optional Reason for why you are requesting the access and select Submit.Uploaded image
     
  7. The confirmation the request was submitted will appear in the top right corner.Uploaded image
     

 

How to Remove Role from a Person
  1. Log in to Online Toolkit
     
  2. Under Request Hub, click on Change Access.
    • Navigation menu within a user management portal with the “Change Access” option highlighted under the Request Hub section.
       
  3. Enter in the persons NetID or ID number, once it finds them select them from the list and click confirm.
    • Screenshot of a user selection page showing two user profiles, with one profile highlighted for access changes. The selected user appears in a tag at the top of the page, and a Confirm button in the lower-right corner is highlighted to proceed with the request.
  4. Click the trash can and click Submit. 
    • Change Access page displaying a user's profile information and access assignment details, including start and end dates, with the Bulk Actions panel highlighted on the right side.
  5. Enter reason for the request and click Submit.
    • Confirmation dialog asking whether to change access for a selected user, with a required Reason text box and Close and Submit buttons at the bottom.

 

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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