Adding Users to a Role
You can add users to a role using the Role and User screens.
Adding Users to a Role
- Click User and Roles menu
- Click Roles
- Click View on the role you want to add the user
- Click Edit on the users panel
- In the search box, type at least two characters of the user's name
- A dropdown list will appear showing all users in your organization whose names match the entered characters.
- Click the desired user’s name in the list
- Click the Add button to assign the user to the role
- Click Save to confirm