By clicking on the Role assignment menu item the role assignment administration dialog is being started. After the dialog has been started, the list of roles which can be assigned to users in the current client and its descendant clients is displayed (see picture below).

The mode of the dialog can be changed by selecting Assign roles to a user in the selection field above the list. The list of roles changes into the list of users which can be assigned to roles in the current client and its descendant clients (see picture below) in this case.

This dialog can be left by clicking the Cancel button. It can also be left at any time, even in the following forms for assigning users to a role or for assigning roles to a user, by selecting another function from the ProcMan menu. If this happens in the forms the last changes done in the forms are discarded.

If the mode Assign users to a role is selected and a role is selected (the radio-button at the beginning of a row in the roles list table is checked), by clicking the OK button the users assignment form is started (see picture below). Alternatively a clicking on the role name in the roles list table has the same effect.

By clicking the Cancel button the dialog returns to the roles list form discarding all changes.

In the field Client the client has to be selected in which the assignment shall be done.

In the Users table users has to be selected (by checking the check-box at the beginning of the rows) which shall be assigned to the previously selected role in the specified client. In the Users table some check-boxes can be checked and read-only which means that the users are already assigned to the role in an ancestor client of the specified client and thus this assignment is inherited and effective also in the specified client.

After the assignment in one client has been done, another client can be selected in the field Client and users can be selected for assignment to the role and so on. The dialog remembers assignments in all selected clients which have been done.

By clicking the OK button all the assignments are saved and the dialog returns to the roles list form.

A user can have different roles in different clients. The role assignment is used in ProcMan to specify which roles a user has in which clients. A user must have at least one role in one client assigned to be able to login in ProcMan.

The role assignment dialog in ProcMan can work in two modes: ‘assigning users to a role’ or ‘assigning roles to a user’. Both modes lead to the same results.

If the mode Assign roles to a user is selected and a user is selected (the radio-button at the beginning of a row in the users list table is checked), by clicking the OK button the roles assignment form is started (see picture below). Alternatively a clicking on the user name in the user’s list table has the same effect.

By clicking the Cancel button the dialog returns to the users list form discarding all changes.

In the field Client the client has to be selected in which the assignment shall be done.

In the Roles table roles has to be selected (by checking the check-box at the beginning of the rows) which shall be assigned to the previously selected user in the specified client. In the Roles table some check-boxes can be checked and read-only which means that the roles are already assigned to the user in an ancestor client of the specified client and thus this assignment is inherited and effective also in the specified client.

After the assignment in one client has been done, another client can be selected in the field Client and roles can be selected for assignment to the user and so on. The dialog remembers assignments in all selected clients which have been done.

By clicking the OK button all the assignments are saved and the dialog returns to the users list form.