Adding an Associate Role to a Profile

To add a role to associate with a profile:

In the Admin tab, select the Profile hyperlink.

The system displays the Manage Profiles page.

Use the Filter By search fields to find the profile to which you want to associate a role.

For example, select Profile Name from the Filter By drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.

Select Go.

The system displays an updated Manage Profiles page with a list of records that match the search criteria you entered.

Select either the Name or the Description hyperlink for the profile to which you want to add a role.

The system displays the Profile Details page.

In the Associated Roles section of the Profile Details page, click Add.

The system displays the Profile: Associate New Roles page.

Type a Role Name and select Search to locate the role(s) to associate with the profile or scroll down the Available Roles list box and select a role, then select the right double-arrow button to add it to the Associated Roles list box.

The system adds the selected roles to the Associated Roles list box.

Select OK.

The system exits back to the Profile Details page with the new roles added to the selected profile in the Associated Roles section.

Select Close to return to the Manage Profiles page.

Adding an Associate Role to a Profile

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