Adding Users to a Role

You can add users to a role using the Role and User screens.

Adding Users to a Role

  1. Click User and Roles menu  
  2. Click Roles
  3. Click View on the role you want to add the user
  4. Click Edit on the users panel
  5. In the search box, type at least two characters of the user's name
    1. A dropdown list will appear showing all users in your organization whose names match the entered characters.
  6. Click the desired user’s name in the list
  7. Click the Add button to assign the user to the role
  8. Click Save to confirm