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Adding and Removing users or groups from a role

You open the role and click the Members tab to add and remove Practice Protect Directory accounts and roles to and from a role. If you are also using Active Directory/LDAP for user authentication, you can add Active Directory/LDAP user accounts and groups to a role.

To Add a role member

  1. In Admin Portal, click Roles.
  2. Click the role.
  3. Click Members.
  4. Search the specific user you want to add. Tick the box on the side of that user.
  5. Click Add.
  6. Click Save.

To Remove a role member

  1. In Admin Portal, click Roles.
  2. Click the role.
  3. Click Members.
  4. Tick the check box for each member you want to remove. The Add button is replaced by an Actions button.
  5. From the Actions drop-down menu, click Delete.
  6. Click Save.

Updated on October 20, 2017

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