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Viewing Assigned Roles and Organizations

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Viewing Assigned Roles and Organizations
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When logging in to the application, users assigned with multiple roles within multiple organizations will automatically have access to all permissions tied to each role that they are assigned. Role permissions will be inherited down the organization tree, which means that a Site Admin at a parent organization will have Site Admin permissions in all lower child organizations.

Note

For more information on roles and organizations, see Creating and Editing Custom Roles and Managing Organizations.

To view assigned roles and organizations

Users can view each organization in which they are a member by clicking the User icon User_icon.png in the upper right-hand corner. On the menu that appears, they will be able to see the organizations in which they are assigned a role. Users can hover over an organization to view the explicit roles that they are assigned within the organization, and click the organization's name to switch to that particular organization.

User_menu.png

To edit a user's default organization

A user's default organization will be the organization that is automatically selected when the user logs in to the application. The first organization to which a user is assigned will automatically be set as the user's default organization. Users can update their default organization in their User Preferences, as needed.

  1. Click the User icon User_icon.png in the upper right-hand corner.

  2. On the menu that appears, select User Preferences.

  3. On the User Preferences menu, select Manage Organizations. The My Organizations screen appears.

    My_Organizations_screen.png
  4. Hover over the organization that you want to set as your new default organization, and click the Context Menu icon context_menu_icon_v2.png that appears.

  5. On the Context menu, select Set as default. The Set as default modal appears.

    Set_as_default_modal.png
  6. Click the Confirm button.

 
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