Overview
Administrators can grant Standard users limited access to use some administrative features by assigning them advanced permissions.
For a full list of permissions that each advanced permissions type grants the user, please read the Advanced Permissions Types article. The three types of advanced permissions are:
- Data Management: Manage reports and dashboards
- Settings Management: Manage all tasks under the Administrator Settings menu
- User Management: Create, manage, and assign user accounts, group memberships, and roles within the system
Related Information/Setup
For more information on creating and editing a user, please refer to the Creating a New User and Editing a User articles.
For a full list of permissions that each advanced permissions type grants the user, please refer to the Advanced Permissions Types article.
User Account Requirements
The user account you use to log into Resolver must have Administrator permissions to assign advanced permissions.
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administrator Settings menu, click User Management.
Administrator Settings Menu
- Enter a user's name in the Search field to narrow the search results.
- Click the user's name you want to assign advanced permissions to.
User Name
Assigning Advanced Permissions to a User
Note:
Administrators can only grant advanced permissions to a Standard user.
- From the Edit User screen, in the User Memberships card, click the Advanced Permissions tab.
User Memberships Card
- From the Select which Advanced Permission(s) this user has drop-down, select one of the following options:
- Data Management: Manage reports and dashboard
- Settings Management: Manage all tasks under the Administrator Settings men
- User Management: Create, manage, and assign user accounts, group memberships, and roles within the system
Advanced Permissions Drop-down
Note:
For a full list of permissions that each advanced permissions type grants the user, please refer to the Advanced Permission Types article.
- Click the Add button to grant that user the selected advanced permissions.
Add Button
- For the Settings Management advanced permissions type, Administrators will have to further configure which user groups and roles the user will be able to assign to other users. Under Permission to Assign Membership(s), click the Manage Permissions to Assign button.
Manage Permissions to Assign Button
- From the User Groups tab, in the Select which User Group memberships this user can manage drop-down, enter a user group name and select a user group or multiple user groups.
User Groups Tab
- Click the Add button to add all selected user groups to the list of user groups the user is assigned to manage.
- (Optional): Click the Add All checkbox to select all available user groups, allowing the user to manage all user groups in the system.
- From the Roles tab, in the Select which Role memberships this user can manage drop-down, enter a role name and select a role or multiple roles.
Roles Tab
- Click the Add button to add all selected roles to the list of roles the user is assigned to manage.
- (Optional): Click the Add All checkbox to select all available roles, allowing the user to manage all roles in the system
Note:
Users with the Settings Management advanced permission will only have access to edit the user group memberships of the user groups and the roles that they have been assigned to manage.
- For the User Management advanced permissions type, Administrators will have to further configure which user groups and roles the user will be able to assign to other users. Under Permission to Assign Membership(s), click the Manage Permissions to Assign button.
Manage Permissions to Assign Button
- From the User Groups tab, in the Select which User Group memberships this user can manage drop-down, enter a user group name and select a user group or multiple user groups.
User Groups Tab
- Click the Add button to add all selected user groups to the list of user groups the user is assigned to manage.
- (Optional): Click the Add All checkbox to select all available user groups, allowing the user to manage all user groups in the system.
- From the Roles tab, in the Select which Role memberships this user can manage drop-down, enter a role name and select a role or multiple roles.
Roles Tab
- Click the Add button to add all selected roles to the list of roles the user is assigned to manage.
- (Optional): Click the Add All checkbox to select all available roles, allowing the user to manage all roles in the system.
Note:
Users with the User Management advanced permission will only have access to edit the user group memberships of the user groups and the roles that they have been assigned to manage.
- Click the Done button to save your changes.
Done Button