Assign a Role Event
The Assign a Role Event feature allows administrators to automate the process of assigning roles to users within the system. This feature supports configuring events to assign specific roles to users based on selections or specific conditions, and records the details of the role assignment.
Overview
This feature enables administrators to efficiently manage user roles by defining events that automatically assign roles to users. Events can be configured based on direct user selection or through a specific user who will perform the role assignment.
Configuring an Assign a Role Event
Configure Assign a Role Event
To set up an event that assigns a role to a specific user:
- Title: Enter a descriptive title for the event.
- Description: Provide a description of the role assignment.
- Select User: Choose the user from the dropdown list to assign the role.
- Role: Select the role to be assigned.
- Created By: Choose "Logged User" to record the role assignment with the currently logged-in user.
Steps:
- Alice Brown is setting up an "Assign a Role" event.
- Enter the following details:
- Title:
Assign Manager Role
- Description:
Assigning Manager Role
- Title:
- Select a user from the dropdown.
- Choose the role
Manager
. - Select
Logged User
for Created by. - Save the configuration.
Outcome: The selected user will be assigned the role Manager
, and the assignment will be recorded with the logged-in user.
Configure Assign a Role Event by Specific User
To set up an event that assigns a role to a user, with a specific user as the assignee:
- Title: Enter a descriptive title for the event.
- Description: Provide a description of the role assignment.
- Select User: Choose the user from the dropdown list to assign the role.
- Role: Select the role to be assigned.
- Created By: Choose "Specific User" and select the specific user from the dropdown list.
Steps:
- Alice Brown is setting up an "Assign a Role" event.
- Enter the following details:
- Title:
Assign Analyst Role
- Description:
Assigning Analyst Role
- Title:
- Select a user from the dropdown.
- Choose the role
Analyst
. - Select
Specific User
for Created by and chooseJohn Doe
. - Save the configuration.
Outcome: The selected user will be assigned the role Analyst
, and the role assignment will be recorded with John Doe
as the creator.
Validate Assign a Role Configuration
To ensure the "Assign a Role" event is configured correctly:
- Action: Review the configured details.
Expected Outcome:
- Alice Brown should see the configured values for:
- Title
- Description
- Selected User
- Role
- Created by
Verify Role Assignment
To verify that the role assignment has been applied correctly:
- Action: Trigger the event to apply the role assignment.
Expected Outcome:
- Alice Brown should verify that the user has been assigned the role correctly.
- The role assignment should be recorded with the correct user who performed the assignment.
Summary
The Assign a Role Event Setup feature simplifies the management of user roles within the system. By configuring events to assign roles based on user selection or through a specific user, administrators can efficiently manage user roles and ensure accurate records of role assignments.