Preferences Module: Certifications tab: Configure Users

Once Roles have been configured, Users must be added to those roles so they can be assigned to the different workflow steps in the Certification process.

In this section, Users will be “enabled” to operate in the various roles. Note that this does not assign the User in this role to any particular accounts or groups, it will only make them eligible for assignment at a later step. 

The User roles mapping is found in the Users section of Certification Preferences.

To choose which role to assign users to, click the Users button. A dropdown list of system roles that can be configured will be shown: This list will include the system default roles, as well as any additional roles created in the previous step of this course – in the Roles section. 

The list of all ReconArt users and their details will be shown.

In front of each user there is a checkbox, which shows if the user is chosen for the particular role. If the checkbox is checked, the user will be eligible for this role in the Account Certification workflow.

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