DO YOU HAVE TO SET A PRIMARY ROLE OR DOES THE ROLE WITH HIGHER PERMISSIONS AUTOMATICALLY SETS THE USER'S PERMISSIONS LEVEL? WHAT'S THE BENEFIT TO SETTING THE PRIMARY ROLE?
This would be done if user has multiple roles for the same center.
So, if user is assigned to more than 1 center roles and there are string based settings within (like in case of Control Center) then the exact setting value is taken from primary center role. UA allows to set primary center role (it is marked in bold in the roles assignments list). Primary role is always specified.
It is possible/by design that a user can have multiple center roles.
In the case you note below, the user would have both Investment and Mutual Funds.
In the general case when user has permissions to multiple roles in a Center, the higher permissions prevail.
UPDATE GRAPHICS
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Currently, this feature is available to users with Control Center roles only. |
To assign a primary Center role to a user:
In User Administration, click Users in the left navigation.
You see a list of all the available users.To quickly find a user, click the Find button. To find your own user profile, click Locate Current User.
Click the user you wish to edit and click Edit.
You see the Details workspace for the selected user.Under Center Roles, click to select a Center and click the drop down to review the list of roles.
For example, click Control Center.To select a role, click the check box next to the role. You can click multiple check boxes.
To assign a primary center role to a user, right click a role and select Set as Primary.
To access a Center role directly from User Details, right click a role and click Locate.
NOTE: You must have the appropriate permissions to access Center Roles.
Review the Center role details and permissions in the Center Roles workspace.
