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How to Assign Roles

This article reviews the steps to assigning permission-based roles to profiles

Assigning Roles

Users can assign a Role(s) to a profile by navigating to Admin > User List.

The User List tab will show a list of all users and you can assign a role(s) to that user.

By clicking on the Roles tab, users can View all the profiles that have that Role assigned by expanding the Role Name.

Click the Edit icon this will allow you add or remove roles from that listed user. Clicking Delete will remove that particular Role from the user profile.

Clicking Add Users next to a Role will allow users to bulk assign profiles to that specific Role.

Select name of user

For more information on Creating Roles and Permissons visit: How to Create and Edit Roles & Permissions

If you need assistance assigning roles, please submit a ticket,and the support team will be happy to help!