LG5-21: Assign a Role to a User

Roles can be assigned to a user on creation of the user or, from admin, you can manage users at any time by removing or adding a Role to their profile. 

Before assigning a role to a user you may wish to view these articles first:

Create a User

Create a Role

Adding a Role to a Contact from the Contacts List

  1. From the Admin menu, select Users & Roles -> List Contacts
  2. Locate the user that requires a Role adding or removing and click the Edit Roles link at the right side of the window

  1. The 'Select Roles' dialog box is displayed. Any Roles that appear in the right column have been assigned to this user. All Roles, (including any assigned Roles) appear in the left column.
  2. To assign a Role to the user, click the push-pin button  at the top-right of the unassigned Role
  3. To remove a Role from a user, click the red cross  located at the top-right of the assigned Role
  4. Click the Save button

 

Adding a Role to a Contact from the Roles List

  1. From the Admin menu, select Users & Roles -> List Roles
  2. Locate the Role that you would like to manage the users for (add or remove users), click the drop down at the right side of the Role and select Manage Users
  3. The 'Select Contacts' dialog box is displayed. Any Contacts that appear in the right column have been assigned to this Role. All Contacts appear in the left column.
  4. To add a contact/user to the Role, click the push-pin button  at the top-right of the unassigned Role
  5. To remove a contact/user from the Role, click the red cross  located at the top-right of the assigned Role
  6. Click the Update Contacts button

 

Have more questions? Submit a request

Comments

Powered by Zendesk