> For the complete documentation index, see [llms.txt](https://help.santesuite.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.santesuite.org/operations/standard-operating-procedures/role-management-sops/assigning-users-to-roles.md).

# SOP: Assigning Users to Roles

## Summary

This procedure is intended to provide readers with a standardized procedure for assigning or removing a user's membership in a role. This often occurs when user's job descriptions change, their business role is modified, or when they are re-assigned to another department.

### Use Procedure When

* [ ] A request to add or remove the user has been submitted by a supervisor or manager
* [ ] A notification of termination of job role has been submitted

## Procedure

### Before Beginning

* [ ] Validate the username of the account to be removed or added to the group
* [ ] Familiarize yourself with the [Security Architecture](/santedb/security-architecture.md)
* [ ] Your account has the **Alter Identities & Alter Roles** security permissions

### Procedures / Tasks

1. Access the SanteDB Administrative Portal by[Logging In](/operations/cdr-administration/santedb-administration-panel/logging-in.md)
2. Access the [Security Administration](/operations/cdr-administration/santedb-administration-panel/security-administration.md) menu item
3. Access the [Managing Groups](/operations/cdr-administration/santedb-administration-panel/security-administration/managing-groups.md#group-list) and search for the group to which the user is being added or removed.
4. Press the `Edit` button to access the  [Managing Groups](/operations/cdr-administration/santedb-administration-panel/security-administration/managing-groups.md#group-details)
5. Remove the [Managing Groups](/operations/cdr-administration/santedb-administration-panel/security-administration/managing-groups.md#assigning-policies) will meet the needs of the ticket (the request to add/remove the user)
6. Assign or remove the user from the group using the [Managing Groups](/operations/cdr-administration/santedb-administration-panel/security-administration/managing-groups.md#assigning-users) guidance.

### After Completion

* [ ] Inform the manager or most responsible person in the group of the assignment
* [ ] Close the request to assign or remove user from ticketing system.

## Summary Information

**Current Status:** Example\
**Reviewed By:** SanteSuite Team

### **Revision History**

<table><thead><tr><th width="150">Author</th><th width="245">Date</th><th>Changes</th></tr></thead><tbody><tr><td>Justin Fyfe (SanteSuite)</td><td>2022-03-15</td><td>Initial Version</td></tr><tr><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td></tr></tbody></table>

### See Also

{% content-ref url="/spaces/-LZ0\_pjgTp\_kx4hqTZ3a/pages/fYV7V8FXz7ky9h03OZbj" %}
[Managing Groups](/operations/cdr-administration/santedb-administration-panel/security-administration/managing-groups.md)
{% endcontent-ref %}

{% content-ref url="/spaces/-LZ0\_pjgTp\_kx4hqTZ3a/pages/-MdS5wQo5l4um5Ia2v7s" %}
[Group / Role Administration](/operations/cdr-administration/santedb-icdr-admin-console/group-role-management.md)
{% endcontent-ref %}