Manage Provider User Roles (User Profile)

Who:	Sys Admin
Why:	Creating the User in LPG is only the first step. The User must be assigned Roles depending on which tasks they need to perform.
When:	After creating the User account (see topic Create a User) the User can do nothing in LPG until they are assigned one or more Roles.

Before you begin

• Only users with the Sys Admin roles can edit the User roles.
• Create the User account (see topic Create a User)

Procedure

This procedure describes how the Sys Admin can:

• List a User’s Roles
• Assign Users to Roles within Resource Groups;
• View the User’s Roles and privileges;
• View the history of actions performed on a User account.

 

List a User’s Roles:

1. On the LPG menu, select Users > Find Users.
The User List screen appears.
 
2. Enter the search criteria as required.
(In this example, all Users with the letters “fwg” in their Username.)

3. Click the Submit button.

The User List matching the search criteria is displayed. The Roles column shows which sides of LPG the User has Roles in. In this example, the first User has only Supplier Roles, the second User has Roles in both the Customer and Supplier side of LPG. The third User has not been allocated any Roles yet.

4. To see what Roles a User has been allocated, click the link under the Roles
A pop-up window lists all the Roles the User has been allocated.

If you wish to view the Roles of other Users, do not click the Prevent this page from creating additional dialogs checkbox.  The presentation of this checkbox option is browser dependent

5. Click the OK
The display returns to the User List.

Assign a User to a Role within a Resource Group:

1. On the LPG menu select Users > User Profiles.
The Profile List screen appears.

Enter the search criteria as required.
(In this example, all Users with the number “1” in their Username.)

Click the Submit button.

The list of Users matching the search criteria is displayed. Under the Roles heading a list of allocated Roles for each User is displayed. If a user has no Roles allocated, this user will be unable to do anything in LPG until Role(s) are assigned.

To add or edit a User’s Roles, click Edit.

The Edit User Profile screen appears with the basic User information displayed on the left and a list of all available Roles on the right. The Roles already allocated to the User, if any, are ticked.

For each Role that the User requires, do the following:

a. Click the checkbox next to the required Role so it is ticked.
A list of Resource Groups associated with that Role is displayed.

b. Specify the privileges the User requires for the Resource Group to which they belong.

Member – The User can action unacquired work assigned to that Resource.

Supervisor – The User can takeover work or allocate work to Members within that Resource. 

 

A Supervisor must also be a Member of the Resource (i.e. tick both boxes). Make sure the User is added to each Resource they belong to within the Role. (E.g. The User may have the Provider Operations Role for more than one Resource.)

 

Repeat step 5 for each Role and Resource to which the User belongs.

In the example below, the User has two Roles in the “Default’ Resource.  They are a member only in their Accounts role, but have Supervisor access in their Allocation role.

When all the User’s Roles within each Resource Group are defined for this User, click the Update button.

The changes to the User’s Roles/Resources are saved.

Reset – Undo the changes back to the last time you clicked the Update button.

Back to List – Return to the Profile List screen.

Edit Person – Go to the Edit User screen to edit the basic User information.

WARNING: Make sure any changes are saved (click the Update button) before clicking Edit Person or Back to List. If you do not save, the changes will be lost when you use either of these buttons to go to a different screen.

 

Once the changes have been saved, click the Back to List button.

The display returns to the Profile List screen.

  

View a User’s Roles:

On the Profile List screen, click View.
The View User Profile screen appears.

The left side of the screen shows the User details. The right side lists roles assigned to this User within each Resource group. The  icon indicates that the User is a supervisor in this role. The  icon indicates that the User is a member (not supervisor) in this role.

View actions on a User’s account:

On the View User Profile, Edit User Profile and Edit User screens, click the View History tab.
A list of actions applied by Sys Admin to this User’s account is displayed. “User account activated” occurs once the User has been assigned Roles within Resource Groups.