Adding Members to a Role

This section describes the steps to add members to a role.

To add members to a role:

1. On the ESA Web UI, navigate to Policy Management > Roles & Member Source > Roles.

2. Click on the role name link to which you want to add members.

   The selected role screen appears.

3. In the Members tab, click Add.

   The Add Members screen appears.

   

4. In the Choose Member Source drop-down, select the Member Source.

5. In the Display Member Type drop-down, select the member type.

   For Automatic or Semi-Automatic mode, it causes the removal of members of type Users from the role. The Display Member Type drop-down is disabled in this case with default Group member type.

6. Enter the filter parameter in the Filter Members text box.

   It accepts characters such as ‘*’ to display all results or word search to search with a word.

   For more information about filtering members from AD and LDAP member sources, refer to the sections Filtering Members from AD and LDAP Member Sources and Filtering Members from Azure AD Member Source.

7. Select the number of display results in the Display Number of Results spin box.

8. Click Next.

   The step 2 of Add Members dialog box appears.

   

   Note: The ID column displays the unique identifier for the Azure AD, Posix LDAP and Active Directory member sources.

9. Select the check box next to each member you want to add.

10. Click Add.

    The selected members are added to the role.

    

    Note: The ID column displays the unique identifier for the Azure AD, Posix LDAP and Active Directory member sources.

11. Click Save to save the role.

    In addition to the Members tab, you can find:

    • Policies: It displays all the policies that are linked to this role.
    • Data Stores: It displays all the data stores that are linked to this role.