How do I assign a role?

Assign a role to grant permissions to a user on the system.

  1. From the Management menu of the Navigation Bar, select Role Management.
    The Role Management page displays.
  2. From the Role Management page, choose the Assignments tab.
    The left-hand side of the table lists all users and groups in your organization. The right-hand side of the table shows a column for each existing user role.
  3. Select Edit.
  4. In the row for a user or group, select the check box for the required role.
  5. Select Save.
    A Changes Saved message appears in the center of the page.


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Last Published Monday, October 24, 2022