Using the Role Assignments View (Option 2)

The Role Assignments View enables teams to efficiently view and manage all role-to-user assignments at the Scenario level. It is optimized for reviewing and editing assignments in bulk, especially after initial roles have been configured at the Node level.

Purpose

The purpose of this view is to view active and inactive roles, to filter roles by node, edit assignment details, and delete assignments.

This view is designed to help you:

• View active and inactive role assignments across the scenario
• Filter assignments by node
• Edit assignment details, including user, capacity, quota, and dates
• Delete or reassign roles as needed

Create a New Assignment

To assign a user to a role:

1. Click the “New Assignment” button to open the assignment modal.
2. In the Role dropdown, search and select an active role to assign.
3. In the User dropdown, search for and select the user you wish to assign.
4. Optionally configure:
   • Capacity – the user’s workload contribution
   • Quota – the user’s revenue target for the assigned role
   • Start/End Date – to limit assignment duration

<aside> 📘

More on Capacity, Quota, and Effective Dates can be found in this section:

Quota, Capacity, and Effective Dates

</aside>