Managing technician role membership

Introduced in 2022.1

When you assign security roles when creating a Technician Account, you grant this technician the right to perform specific tasks in the Alloy Navigator system. This article shows how to assign or revoke security roles from existing Technician accounts.

NOTE: The security roles you want to assign must be already created and configured.

To assign one or more security roles to a technician:

1. Under Users & Security > Accounts and Roles > Accounts, click the desired account. The User Account form opens.

2. On the Member Of tab, click Add, select one or more roles to assign, and click OK.

3. Click OK.

To revoke one or more security roles from a technician:

1. Under Users & Security > Accounts and Roles > Accounts, click the account to modify. The User Account form opens.

2. On the Member Of tab, select one or more roles to revoke and click Remove.

3. Click OK.

NOTE: If the account is currently in use, your changes will be applied the next time the user signs in.

Related Information:

Managing security roles

Viewing effective permissions of Technician accounts

Managing Technician accounts