Users can be given multiple roles within the system. The user role selector is often used by users with multiple roles within a foundation or by administrators to test applicant and evaluator experiences in their Sandbox sites. Auditor and Grant Manager roles have the ability to switch to the Applicant role using the user role selector.
Add Multiple Roles to a User Profile
- Click Search in the upper navigation bar, and then click Users.
- Enter the Search Criteria for the user, and then click Search.
- Click the pencil icon next to the user that will get multiple roles.
- Check the boxes next to the applicable roles, and then click Save.
User Role Selector
Once the user has multiple roles selected, the role selector will appear in the top-right of the navigation bar for that user.
- The role selector is used to switch between a user’s roles, allowing the user to view content visible to the role currently selected.
A user with multiple roles will always be on their role with the highest level of permissions upon logging into the software.