Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Edit User Assignments

How to Edit User Assignments

After completing the following steps, you will be able to configure a user's assignments to allow them to access and create Entity and Org Unit specific data. 

Enable the Role Permission for Admin Role

  • Begin by navigating to the Roles tab within the Admin Module.
  • Select the Role you wish to provide the rights to edit User Assignments.

Admin - Roles.png

  • Scroll down to User Permissions.
  • Check the checkbox for 'Allow edit User Assignments'.

Allow edit User Assignments.png

How to Edit User Assignments

  • Navigate to the Users tab within the Admin Module.
  • Filter for the user you wish to edit assignments for.

Admin - Users.png

  • Select the cogwheel and then select the 'Edit Assignments' button.

Edit Assignments.png

  • Select the checkboxes for Role and Entity/Org Unit combo you wish to grant the user access to.

Enable Assignments.png

  • Select the Save button at the bottom of the page.

Video Demo

See link below for video demo

How to Edit User Assignments

  • Was this article helpful?