Polycom RealPresence Resource Manager System Operations Guide Manage User Roles
358 Polycom, Inc.
Manage User Roles
In the RealPresence Resource Manager system, only users assigned the
Administrator role can:
• “Assign Users Roles and Endpoints” on page 358
• “View the List of User Roles” on page 359
• “Add a User Role” on page 359
• “Edit Permissions for a User Role” on page 360
• “Delete a User Role” on page 360
• “View the Groups and Users Associated with a User Role” on page 361
Assign Users Roles and Endpoints
You can assign roles to both local and enterprise users and associate them with
endpoints.
To assign a role and endpoint to a user
1 Go to User > Users.
2 To search for a user:
a In the Search field of the Users page, type a search string.
b To search both local and enterprise users, clear the Local Users Only
check box and press Enter.
The first 500 users in the database that match your search criteria are
displayed in the Users list.
c If the list is too large to scan, further refine your search string.
3 Select the user of interest and click Edit.
4 In the Devices section of the Edit User dialog box, select the endpoint to
associate with the user and move it to the Selected Devices column. If a
user has multiple endpoints, the first endpoint listed is the user’s default
endpoint.
5 In the Associated Roles section, select and move the required role(s) to
Selected Roles list. Move the unwanted role(s) to the Available Roles
list. Press Shift-click or Ctrl-click to select multiple items in the list.
6 Click Finish.
Searches for a user on the RealPresence Resource Manager system Users
page are case-insensitive, prefix searches of the Username, First Name, and
Last Name fields.
