How to give a user a role in an organization
Overview
This flow describes how to link a user to an organization with a role, and how to change or remove that role later. The role decides what the user can do in that organization and in everything below it.
Pre-requisites
- The user has an account in Care.
- The user is not already linked to this organization, to a parent organization, or to a child organization. Care allows one link for each user in one branch of the tree.
- You hold every permission that the role holds. Care refuses a role that is above your own access at that boundary.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can List Users in an Organizations | See the users of the organization and the role of each user. |
| Can Manage Users in an Organization | Link a user, change the role of a user, and remove a user. |
| Can Manage Connected Role Organizations | Manage the users of the responsibility organizations that this organization manages. |
Steps
1. Open the organization
Go to the organization, then select the Users tab. Care shows one card for each user, with the role of that user.
2. Link the user
Select Link User. Care opens the Link User to Organization panel.
Search for the user by name. Select the user. Care shows the username, the user type, and the phone number of that user.
3. Select the role
| Components | What it captures |
|---|---|
| Role | The role that the user holds in this organization. Use Select Role. |
Care shows only the roles that match the type of the organization. A responsibility organization offers the responsibility roles. A government organization offers the government roles.
Select Link to Organization. Care shows the message "User added to organization successfully".
4. Change the role of a user
Select the user card, then select Edit User Role. Care shows the current role. Select a new role in Select New Role, then select Update Role. Care shows the message "User role updated successfully".
You must select a role that is different from the current role.
5. Remove the user
Select Remove User in the same panel, then confirm the action. Care shows the message "User removed from organization successfully".
Expected Outcome
- The user is in the users list of the organization, with the role that you selected.
- The user can do the actions of that role in the organization and in every organization below it.
- After you remove the user, the access from that role ends.
Related
Concepts:
Flows: