How Do I Edit Roles for Multiple Employees at the Same Time?

How Do I Edit Roles for Multiple Employees at the Same Time?

As the user administrator, you can create Self-Service accounts and send Self-Service users emails which contain their usernames and password. When a user first logs into Self-Service with the emailed password, they are prompted to change their password to one of their own choice. Each new user is automatically assigned one or more roles, depending on how they are set up. You can edit roles for multiple employees at the same time.

To edit roles

  1. Click the Edit Multiple Roles button. A column next to the Identifer appears as well as the Add/Remove Roles button.
  2. Select the desired employees to update their roles. The Add/Remove Roles button becomes active. 
  3. Click the Add/Remove button. The Add/Remove Roles for Selected Users form appears. 
  4. Perform either of the following:
    1. Select the desired role(s) and click the Add Roles button. The selected role(s) is added to the selected employee(s) and appear listed under each Edit Roles button.
    2. Select the desired role(s) and click the Remove Roles button. The selected role(s) is removed from the the selected employee(s).
  5. Click the Stop Editing Multi Roles button when finished.
  6. Click the Next button. The employee's user account is now created and you are ready to review the user account details.

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