Getting Started
Getting Started
Granting Application Access:
For Application Administrators Promote/Demote Application Administrator: Important! Only an Application Administrator can promote and/or demote another user to the application administrator role. 1.
1.
3.
4.
contains permissions to the application, and then
role to the user account.
remove the role assignment from the user account.
On the “Roles and Resources” tab, locate the 1.
On the “Roles and Resources” tab, locate the appropriate role from the Role Catalog.
Click on the checkbox next to the appropriate role
and click on Edit. The role’s property window is
Good to Know! You can also access the “Assign
displayed.
2.
Click on the checkbox next to the appropriate role
Click on Continue to view a list of workflow
Role” window by clicking on the role name from the
processes
select
list on the Role Catalog. The role’s property window
Promote Application Administrator or Demote
displays. Click on the Assignments tab and then click
Application Administrator.
on Assign to access the “Assign Role” window.
list of user accounts, or specify filter criteria to find
The “Initial Request Description” is a required field, so
the user.
available
to
you,
and
The relevant request form is displayed. You will need
3.
3.
Click on the Assignments tab to view a list of user accounts that are assigned to this role.
4.
Locate the user account. You can scroll through the
to search for the account you wish to promote or
you will need to enter a brief reason for the assign-
demote.
ment request.
and click on Remove. The “Remove Role Assign-
In the “Type of Assignment” dropdown menu, select
ment” pop-up window is displayed.
In the “User Search Criteria” section, filter your
4.
User. 5.
6.
Optionally, you may specify effective and expiration dates for the role assignment. If you don’t specify an
the user’s profile are shown in the “User Search
effective date, the assignment is immediate.
you can manage the user account. If the section is
highlighted in red, you will be unable to manage the account. The “Grant Application Access Role” or the “Revoke Application Access Role” dropdown menus will display a list of application roles to assign to or revoke from the user. Select the appropriate role. Click on Promote to Application Administrator or Demote to Application Administrator button, as applicable.
6.
7.
Click on Assign.
8.
The screen displays a confirmation message that the
Click on the checkbox next to the appropriate user
In the “Initial Request Description” field, enter a brief reason for the role removal.
7.
role.
The request form is updated and attributes stored in Results” section. If the section is outlined in green,
5.
Click on the Search icon next to the “Select User(s)” field. You may specify one or more users to assign the
Click on the appropriate account on “Search Results” screen.
8.
application, you will need to locate the role which
permissions to the application, and then assign the
is displayed.
.
7.
you will need to locate the role which contains
and click on Assign. The “Assign Role” pop-up window
of the available fields, and click on the Search icon
6.
To revoke user access to an
Process Request button to display the “Make a
search by entering specific criteria into one or more
5.
Important!
On the “Work Dashboard” tab, click on the Make a
Process Request” screen. 2.
Important! To grant a user access to an application,
appropriate role from the Role Catalog. 2.
Removing Application Access:
Click on Remove to return to the role’s property window.
8.
Click on Save to save the changes made to the role.
role assignment was successful. Note: A message alerts you if you are unauthorized to assign a role to a user.
For comprehensive information, please refer to Part 3: Application Administrator Functions in the NCID Administration Guide at: https://www.ncid.its.state.nc.us/
Granting Application Access:
For Application Administrators Promote/Demote Application Administrator: Important! Only an Application Administrator can promote and/or demote another user to the application administrator role. 1.
1.
3.
4.
contains permissions to the application, and then
role to the user account.
remove the role assignment from the user account.
On the “Roles and Resources” tab, locate the 1.
On the “Roles and Resources” tab, locate the appropriate role from the Role Catalog.
Click on the checkbox next to the appropriate role
and click on Edit. The role’s property window is
Good to Know! You can also access the “Assign
displayed.
2.
Click on the checkbox next to the appropriate role
Click on Continue to view a list of workflow
Role” window by clicking on the role name from the
processes
select
list on the Role Catalog. The role’s property window
Promote Application Administrator or Demote
displays. Click on the Assignments tab and then click
Application Administrator.
on Assign to access the “Assign Role” window.
list of user accounts, or specify filter criteria to find
The “Initial Request Description” is a required field, so
the user.
available
to
you,
and
The relevant request form is displayed. You will need
3.
3.
Click on the Assignments tab to view a list of user accounts that are assigned to this role.
4.
Locate the user account. You can scroll through the
to search for the account you wish to promote or
you will need to enter a brief reason for the assign-
demote.
ment request.
and click on Remove. The “Remove Role Assign-
In the “Type of Assignment” dropdown menu, select
ment” pop-up window is displayed.
In the “User Search Criteria” section, filter your
4.
User. 5.
6.
Optionally, you may specify effective and expiration dates for the role assignment. If you don’t specify an
the user’s profile are shown in the “User Search
effective date, the assignment is immediate.
you can manage the user account. If the section is
highlighted in red, you will be unable to manage the account. The “Grant Application Access Role” or the “Revoke Application Access Role” dropdown menus will display a list of application roles to assign to or revoke from the user. Select the appropriate role. Click on Promote to Application Administrator or Demote to Application Administrator button, as applicable.
6.
7.
Click on Assign.
8.
The screen displays a confirmation message that the
Click on the checkbox next to the appropriate user
In the “Initial Request Description” field, enter a brief reason for the role removal.
7.
role.
The request form is updated and attributes stored in Results” section. If the section is outlined in green,
5.
Click on the Search icon next to the “Select User(s)” field. You may specify one or more users to assign the
Click on the appropriate account on “Search Results” screen.
8.
application, you will need to locate the role which
permissions to the application, and then assign the
is displayed.
.
7.
you will need to locate the role which contains
and click on Assign. The “Assign Role” pop-up window
of the available fields, and click on the Search icon
6.
To revoke user access to an
Process Request button to display the “Make a
search by entering specific criteria into one or more
5.
Important!
On the “Work Dashboard” tab, click on the Make a
Process Request” screen. 2.
Important! To grant a user access to an application,
appropriate role from the Role Catalog. 2.
Removing Application Access:
Click on Remove to return to the role’s property window.
8.
Click on Save to save the changes made to the role.
role assignment was successful. Note: A message alerts you if you are unauthorized to assign a role to a user.
For comprehensive information, please refer to Part 3: Application Administrator Functions in the NCID Administration Guide at: https://www.ncid.its.state.nc.us/
