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Assigning authorizers by user class

To assign authorizers to a role based on user class:

  1. Navigate to the Role information page .

  2. Select the Authorization tab.

  3. To define membership criteria:

    • Select existing user classes: Click Select… and enable the checkboxes for the user classes you want to add, then click Select.

    • Create new user classes: Click plus icon Add new…. See Adding user classes for full details on how to create a new user class.

  4. Configure Participant mapping for each user class that you add.

    Select and create user classes until you have defined membership.

  5. If your membership criteria includes multiple user classes, define whether users are required to match All of the user classes or Any of the user classes .

Removing users from membership

To remove users from membership, you can:

  1. Edit user classes to change the participants.

  2. Delete user classes from the membership criteria.

    1. Navigate to the membership criteria page where user classes are listed.

    2. Enable the checkbox next to the user classes you want to delete.

  3. Click Delete.