Two screens give a role, or a branch, to many users in one go: choose the role or the branch, tick the users, and save. They add or remove extra roles and extra branches; a user's main role and default branch are changed on the user form.
On the user form you give one person roles and branches (Add or change a user). When you want to give one role to many people, or put many people in one branch, use a mapping screen instead.
Screen
You choose
You tick
Result
The role mapping screen
A Role
The users who should have it
Each ticked user has the role as an extra role, and every unticked user loses it
The branch mapping screen
A Branch
The users who may work in it
Each ticked user may work in, and switch to, the branch; every unticked user loses it
1
Choose
Who
Administrator
Where
Role (or Branch)
What changes
The table lists every user (User name and Display name) with the current mapping ticked. You can search each column.
2
Tick
Where
The tick boxes
What changes
Tick the users who should have it; clear the others. A box you cannot change belongs to a user whose main role (or default branch) is this one: change that on the user form.
3
Save
Where
Save
What changes
"Mapping saved". Each user gets the change the next time they sign in.
Needs
The role (or the branch) is active. An inactive one refuses the save.
Common questions
I saved the mapping, but the person sees nothing new.
Mapping does not warn anyone, and the menu and the branch list are read when a person signs in. Ask the person to sign out and in (A menu item, a tab or a screen is missing).
The save is refused and says the role or branch is switched off.
A role or a branch that is inactive cannot be mapped. Activate it first, then save the mapping again (Roles, Branches).
Does mapping change a person's main role or default branch?
No. These screens add or remove extra roles and extra branches only. Change the main role and the default branch on the user form (Add or change a user).
