Assign a Group Member Specific Roles and Privileges

A user can have a unique role and privileges in conjunction with their group assignment (different from the group role/privileges). This is called the “member” role and privileges.

The member role/privileges will be in effect only when the user is working on a case to which the group is assigned. For details on how Eclipse SE manages users roles/privileges, see Control System Access Using Groups, Users, Roles, and Privileges.

Assign Member Specific Roles/Privileges

To assign a member role and privileges in the Group Management workspace, you must be a Super Administrator. Complete the following steps to assign a specific role and privileges to a group member:

  1. Start Eclipse SE Administration and log in as Super Administrator.
  2. Click the Case Management tab.
  3. In the navigation panel, expand the User/Group Management menu and click Group Management.
  4. In the left pane of the User Management workspace, click the group for which a member’s role and privileges are to be assigned.
  5. In the Membership section of the workspace:
    1. Click the user for which the membership role/privileges are to be added.
    2. Right-click the selected user and select Modify Role and Privileges in the context menu.
  6. In the Modify Privileges dialog box, select the needed role, then change privileges if needed.
  7. When finished, click OK. The user will now have the membership role/privileges when working in cases assigned to the group.
  8. If needed, inform the user of the changes.

Remove member role priveleges

To remove a user’s membership role and privileges:

  1. If the user is logged in to Eclipse SE Desktop and working on a case assigned to the group, notify the user to exit the case.
  2. Start Eclipse SE Administration and log in as Super Administrator.
  3. Click the Case Management tab.
  4. In the navigation panel, expand the User/Group Management menu and click Group Management.
  5. In the left pane of the User Management workspace, click the needed group.
  6. In the Membership section of the workspace, click the user whose membership role/privileges are to be changed.
  7. Right-click and select Clear Role and Privileges. The user’s membership role changes to (not set).
  8. If needed, inform the user of the changes.

 

Related Topics

Overview: Groups

Add a Group

Add Users to Groups or Change Group Membership

Assign Cases to Groups or Change Case Group Assignments

Control System Access Using Groups, Users, Roles, and Privileges