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Version: 3.1

Assign a role to a user

Overview​

This flow describes how to link a user to an Organization, a Supplier, a Responsibility, or a Department, and give that user a role. The link and the role together grant the user access.

Note: To create a user account, see Create a user. This flow covers only the link of a user who already has an account.

Pre-requisites​

  • The user that you want to add has a Care account.
  • You have the permissions listed below for the Organization, the Supplier, the Responsibility, or the Department.

Permissions​

PermissionAccess
Can Manage Users in an OrganizationLets you add a user, remove a user, or change a user's role in an Organization, a Supplier, or a Responsibility.
Can Manage Users in a Facility OrganizationLets you add a user, remove a user, or change a user's role in a Department.

Steps​

1. Open the Users tab​

The screen that you start from depends on the type of the group.

  • For an Organization, go to Admin. Select Organizations. Select Governance. Open the Organization.
  • For a Supplier, go to Admin. Select Organizations. Select Suppliers. Open the Supplier.
  • For a Responsibility, go to Admin. Select Organizations. Select Responsibilities. Open the Responsibility.
  • For a Department, open the facility. Select Settings. Select Departments. Open the Department.

Select the Users tab.

Click Link User. A sheet opens.

Note: The Link User button shows only if you have permission to manage users in that group.

3. Find the user​

Search for the person in the user picker. Search by name, by username, or by phone number. Select the person from the results.

Care shows the username, the user type, and the phone number of the person that you selected.

4. Select the role​

Select a role from the Select Role list.

The list shows only the roles that match the screen that you are in.

ScreenRoles in the list
OrganizationGovernment Organization roles
SupplierGovernment Organization roles
ResponsibilityResponsibility roles
DepartmentFacility roles

Note: Care lets you grant only a role with permissions that you also hold. You cannot give a person more access than you have.

For an Organization, a Supplier, or a Responsibility, click Link to Organization.

For a Department, click Add to Organization.

Expected Outcome​

  • Care links the user to the Organization, the Supplier, the Responsibility, or the Department.
  • The Users tab shows the user with the role that you selected.
  • The user gets the permissions of that role for that Organization, Supplier, Responsibility, or Department.

Concepts:

Flows: