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Modifying a User Role

Use the Modify User  Role page to modify user role details:

Click a Role Name in the User Roles grid to modify that user role.

The alio Vendor Portal System Administrator user role is created automatically when the alio Vendor Portal software solution is installed.  Users assigned to this user role have access to all alio Vendor Portal administrative functions. The following rules apply to the System Administrator user role:

  •  You can update only the Role Timeout (Minutes) field value; all other fields are protected information.

  • You cannot delete the default System Administrator role.  

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Assigning Users to a Role

Follow these steps to assign user accounts to a user role.

  1. Click the User Roles link to display the User Roles grid.

  2. Click the Role Name link that corresponds to the user role to be modified. The Modify User Role page appears.

  3. Scroll to the bottom of the page.

  4. Click the link in the Users Assigned to Role grid. The Add Users to Role page appears with the Select Users for Role grid populated..

The filter criteria boxes display at the top of each column heading in the Select Users for Role grid by default. Click the Filter button to hide or show the filter criteria boxes used to search for specific user accounts.

Click a column heading once to sort the records in ascending order. An Up Arrow displays in the column heading.

Click a column heading twice to sort the records in descending order. A Down Arrow displays in the column heading.

  1. Click the Employee Number assigned to a user account to be assigned to this role. The message "User added to role" displays. Click the button to close the message and return to the Select Users for Role grid.

The Select Users for Role grid displays only users identified as alio Vendor Portal users on the Grant Employee Admin Access (Active Employees Only) page.

  1. Repeat Step 5 for all users included in the user role. When finished, click the button to close the grid. The selected users display in the Users Assigned to Role grid.

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Modifying a User Role

Follow these steps to modify Role Timeout (Minutes), if the Portal Timeout Set By field value equals User Role on the System Settings > General Preferences page.

  1. Click the Users Roles link on the Admin Home page.

  2. In the User Roles grid, click the Role Name to display the Modify User Role page.

  3. In the Role Timeout (Minutes) field, type the number of minutes that a user's portal session must be inactive before the portal session times out. This field applies only when the Portal Timeout Set By field equals User Role on the System Settings > General Preferences page. The default is 20 minutes.

  1. Click the button to save the change. The message "User role information updated" displays.

  2. Click the button to close the message and return to the User Roles grid.

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Deleting a User Account from the User Role

Follow these steps to remove a user account from the user role if your user account belongs to a role that is granted permission to assign or modify user roles.

  1. Click the Users Roles link on the Admin Home page.

  2. In the User Roles grid, click the Role Name to display the Modify User Role page.

  3. In the Users Assigned to Role grid, click the Delete button that corresponds to the user account to be removed from the role. The message "User deleted from role" displays.

  4. Click the button to close the message.

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