Article Contents

Overview

Administrators can grant Standard users limited access to use some administrative features by assigning them advanced permissions.

For a full list of permissions that each advanced permissions type grants the user, please read the Advanced Permissions Types article. The five types of advanced permissions are:

• Data Import Management: Manage data imports and reassign data
• Data Management: Manage reports and dashboards
• Settings Management: Manage all tasks under the Administrator Settings menu
• User Impersonation: Impersonate users
• User Management: Create, manage, and assign user accounts, group memberships, and roles within the system

Related Information/Setup

Please refer to the following articles for more information:

• Creating a New User
• Editing a User
• Advanced Permissions Types 

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions to assign advanced permissions. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the User Management link.

Administrator Settings Menu

3. Enter a user's name in the Search field to narrow the search results.
4. Click the user's link you want to assign advanced permissions to. 

User Link

Assigning Advanced Permissions to a User

Note: Administrators can only grant advanced permissions to a Standard user.

1. From the Edit User screen, in the User Memberships card, click the Advanced Permissions tab. 

Advanced Permissions Tab 

2. From the Select which Advanced Permission(s) this user has dropdown, select one of the following options:
   • Data Import Management: Manage data imports and reassign data
   • Data Management: Manage reports and dashboards
   • Settings Management: Manage all tasks under the Administrator Settings menu
   • User Impersonation: Impersonate users
   • User Management: Create, manage, and assign user accounts, group memberships, and roles within the system

Advanced Permissions Dropdown

Note: For a full list of permissions that each advanced permissions type grants the user, please refer to the Advanced Permission Types article.

3. Click the Add button to grant that user the selected advanced permissions.

Add Button

4. For the Settings Management, User Management, and User Impersonation advanced permission types, Administrators will have to further configure which user groups and roles the user will be able to assign to other users. Under Permission to Assign Membership(s), click the Manage Permissions to Assign link.

Manage Permissions to Assign Link

5. From the User Groups tab, in the Select which User Group memberships this user can manage dropdown, enter a user group name and select a user group or multiple user groups.

User Groups Dropdown Menu

6. Click the Add button to add all selected user groups to the list of user groups the user is assigned to manage.

Add Button 

7. (Optional): Click the Add All checkbox to select all available user groups, allowing the user to manage all user groups in the system.

Add All Checkbox

8. From the Roles tab, in the Select which Role memberships this user can manage dropdown, enter a role name and select a role or multiple roles.

Roles Dropdown Menu

9. Click the Add button to add all selected roles to the list of roles the user is assigned to manage.
10. (Optional): Click the Add All checkbox to select all available roles, allowing the user to manage all roles in the system

Note: Users with the Settings Management, User Management, and User Impersonations advanced permission will only have access to edit the user group memberships of the user groups and the roles that they have been assigned to manage.

11. Click the Done button to save your changes.

Done Button