Users and Roles

Purpose and access

Use Users & Roles to review user status and assign responsibilities. Account changes should follow the approved joiner, mover, and leaver process.

Add or update a user

1. Open Users & Roles.
2. Search for the account to avoid duplicates.
3. Verify the person’s identity, department, and required responsibilities.
4. Assign the least-privilege role that supports those duties.
5. Set the correct account status.
6. Save and verify the result in the user list.
7. Review the corresponding audit event.

Remove or disable access promptly when a person changes responsibilities or leaves the organization. Avoid using administrator roles for routine work.