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On Demand Global Settings Current - User Guide

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Adding a user to a role

 

When a user is added to a role, the user receives an email informing them of the action.

1
In the side navigation panel, expand the Access Control item and select Roles.
2
In the Roles list, click on the Action menu for a role and select Assign Users.
The Assign Role page opens.
3
In the Add a user to this role field, enter the email address of the user you want to add.
The user name must use the email address format <local_part>@<domain>.
4
Click Add User.
The user is assigned to the role and has the permission set defined by the role.

Deleting a custom role

You cannot delete a default role.

Before deleting a role, you must remove all users from the role and either assign them a new role or remove them from the organization.

1
In the side navigation panel, expand the Access Control item and select Roles.
2
In the Roles list, click on the Action menu for a role and select Delete.
3
In the confirmation window, click Delete.
You are returned to the Roles page.

Access Control: Users

Organization user credentials are based on email addresses. To log in to On Demand using the email address, the user must create a On Demand account with the email address. To create an On Demand account, see Signing up and creating an organization.

Perform the following tasks on the access control Users page:

Once you have added a user, inform them that they have been added to an organization and specify the email address or Azure AD account used. Direct the new users to sign in to the organization using the procedures under Inviting new users.

Adding a user to your organization and assigning a role

On Demand is configured with default roles. To create a custom role, see Access Control: Roles.

When a user is added to a role, the user receives an email informing them of the action.

1
In the side navigation panel, expand the Access Control item and select Users.
2
In the User Name field, enter the email address of the user you want to add.
The user name must use the email address format <local_part>@<domain>.
3
In the Assigned Role field, enter the role name. An auto-complete list offers suggestions based on your input.
You must select a role to enable the Add button.
4
Click Add.
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