Administrators can assign roles to existing users from two locations in the system:
Assigning roles from the Roles page
- From the Home page, navigate to the gear ⚙ icon in the bottom left of your screen, and click Settings.
- Click on Roles under Company Settings in the left-hand panel.
- From the Roles page, click on the role to which you would like to add one or more users.
- Click on the Add user button to search and assign existing users to the role.
- Once existing users have been selected, click on the Submit button.
- Click on the Save settings button in the top right corner of the Role page to save your changes.
Note: After modifying a user's role, the user will need to log out and log back in for the changes to take effect.
Assigning roles from the Users page
- From the Home page, navigate to the gear ⚙ icon in the bottom left of your screen, and click Settings.
- Click on Users under Company Settings in the left-hand panel.
- Using the checkboxes, select the User or Users you would like to assign to a specific role.
- From the toolbar, select Assign Role menu and select the role to assign to the selected users.
Note: After modifying a user's role, the user will need to log out and log back in for the changes to take effect.
