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Version: 3.1

Change or remove a user's role

Overview​

This flow describes how to change the role of a user in an Organization, a Supplier, a Responsibility, or a Department. It also describes how to remove the user from there.

Pre-requisites​

  • The user is already linked there. See Assign a role to a user.
  • You have the permissions listed below for the Organization, the Supplier, the Responsibility, or the Department.

Permissions​

PermissionAccess
Can Manage Users in an OrganizationLets you change or remove a user's role in an Organization, a Supplier, or a Responsibility.
Can Manage Users in a Facility OrganizationLets you change or remove a user's role in a Department.

Steps​

1. Open the user's card​

Go to the Organization, the Supplier, the Responsibility, or the Department.

Select the Users tab.

Find the card of the user.

Click Edit. Care opens the Edit User Role sheet. The sheet shows the username, the current role, and the last login of the user.

Note: Care lets you grant or keep only a role with permissions that you also hold. This rule applies to the current role of the user and to the new role.

2. Change the role​

In Select New Role, choose a different role.

Click Update Role.

Note: Update Role stays disabled when you choose the same role.

3. Remove the user​

To remove the user, click Remove User in the same sheet.

Care opens the Remove User from Organization dialog. Click Remove to confirm.

Note: Care keeps the last Facility Admin in the root department of a facility. You cannot change the role of that user. You also cannot remove the last user from the root department.

Expected Outcome​

  • The user's card on the Users tab shows the new role.
  • If you removed the user, the Users tab no longer shows the user.

Concepts:

Flows: