Assign roles and scopes

To enable a user to sign in and access functionality, you must assign a role and scope.

Procedure

Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Security, select User Access Rights.
On the Access Rights page, select an employee name and then select Edit Access Rights.

The Access Rights page lists the roles that have been set up in User Management, under Security on the Roles Setup page. The list includes columns that show Organization Scope, Campaign Scope, Installation Scope, Group Scope, andActivity Scope.
Under Role Name, select the boxes next to the roles to assign to the new user.
In the Organization Scope area, select the boxes next to the organizations that the role privileges apply to. The suborganizations of the selected organizations are also automatically selected.
If a selected role contains Group type privileges, the Group Scope area is activated. Select any groups that the role privileges apply to. Subgroups of selected groups are also selected automatically.
If applicable, select the appropriate boxes in the other scope areas (Campaign Scope, Installation Scope, andActivity Scope).
Select Save.