TotalBase
Roles

Members

Who holds the role, who manages it, and its access history.

In the admin: Roles › a role › Members

Members lists the users holding the role, with their last sign-in, and lets you add and move them.

Members of the Dispatcher role: three dispatchers, with Managed by above.
Members of the Dispatcher role: three dispatchers, with Managed by above.

Adding people

  • Add an existing user… searches users by name or email and adds them.
  • New user and Invite people create an account that starts with this role. See Managing users.

A user's roles can also be changed from their own page, under Roles.

Several at once

Select members to:

Action
Move to role…give them another role and take this one away, for example when a dispatcher becomes a manager
Add another role…give them another role as well
Remove from {role}take this role away

Changes apply on each person's next request, in every session and token they hold.

Managed by

Above the members of a role without Admin access, Managed by lists the roles whose members may manage this role's users without being administrators: Acme's Managers manage the technicians' accounts. See Delegated administration.

Access history

At the bottom, Access history: the role's membership changes, from the audit log.

Next steps