Users

Select the Users tab on the Create Role and Edit Role screen.

Assign a role to users, or remove users from an assigned role.

The following fields appear for users already assigned to the role.

• User – The first and last name of a user.
• Email Address – The email address of the user assigned to this role.

• User – The first and last name of a user.

1. Select Add User to Role.
2. Enter a User in the type-ahead field, or select the type-ahead icon to see all users.

3. Select Submit.

   The Manage Roles screen displays, and updated role is saved.

1. Select Remove from Role in the Actions column.
2. Select Submit.

   The Manage Roles screen displays, and updated role is saved.

1. Select Upload List of Users.
2. Browse for and select the desired file.
3. Select Submit.

   The Manage Roles screen displays, and updated role is saved.

   Formatting the text file

   • The file format for a list of users is "user@domain, Add / Remove" (one row for each):
     • ldavies@trace​link.com, Add
     • spowell@trace​link.com, Remove
     • sford@tracelink​.com, Add
   • If a row specifies Add for a user that is already assigned the role, TraceLink skips the line but continues processing other users.
   • If a row specifies Remove for a user that is not assigned the role, TraceLink skips the line, but continues processing other users.