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On Demand Global Settings Current - User Guide

Working with On Demand Overview of On Demand Signing up for On Demand Managing organizations and regions Adding users to an organization Managing your Microsoft Entra tenants and on-premises domains On Demand Home page Configuring settings Documentation roadmap Technical Support

Editing a custom role

Note that you cannot edit a default role. You can duplicate a default role and edit it to create a custom role.

To edit a role
1
In the left side navigation panel, click Settings, expand Access control and select Roles.
2
In the Roles list, click on the Action menu for a role and select Edit.
3
On the Edit Role page. you can edit:
Name
Description
Role Permissions.
Some role permissions are partitioned into services. If available, you can configure access to a service using the Selected Services field.
4
Click Save.
You are returned to the Roles page and there is a prompt to Assign Users.
5
To add a user to the role, click Assign Users.
6
In the Add User to <custom_role> field, enter the email address of the user you want to add.
7
Click Add User.
If the user is not currently a member, they are added to the organization.

Adding a user to a role

 
* 
NOTE: Email notification

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

To add a user to a role
1
In the left side navigation panel, click Settings, expand Access control 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 username@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.

To delete a role
1
In the left side navigation panel, click Settings, expand Access control 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 to On Demand.

Perform the following tasks on the Setting | Access Control: Users page:

•
Adding a user to your organization and assigning a role
•
Editing user roles
•
Removing a user from the organization

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

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