(Example) Add a Member to a Role

Prerequisites

• A role.

  For more information, refer to .

  • Roles
  • (Example) Add a Role
• More than one user account with an AgilePoint ID.

  For more information, refer to:

  • Users
  • (Example) Add a User with an AgilePoint ID
• You must have the Create and Update Roles access right to add or delete members for a role.

  For more information, refer to:

  • Roles
  • (Example) Add a Role
  • (Example) Change the Roles for a User
  • (Example) Change the Roles for a Group

How to Start

1. Click Manage.

   
   
   

2. In Manage Center, click Access Control > Roles.

   
   
   

3. On the Roles screen, select a role.

   
   
   

4. Click Edit Role.

   
   
   

1. On the Edit Role screen, in the Basic Role Information tab, click the Select Members tab.

   
   
   

2. On the Select Members tab, click Add Members.

   
   
   

3. On the Available Members screen, in the Groups / User Name / Full Name field, select Full Name.

   
   
   

4. In the Full Name field, enter Sarah Lawrence.

   
   
   

5. Click Search .

   
   
   

6. In the users list, select Sarah Lawrence.

   
   
   

7. Click Add.
8. On the Select Members tab, click Update.