Assign Roles to Users

Top  Previous  Next

Users may be assigned one or more Roles from the Internal companies screen:  

Select the Internal companies tile from the Home screen.
Select the name of the company from the list of companies.
Select the Edit button in the App bar at the top of the screen.
Scroll down to the Contacts section and select the Edit button next to the name to be edited.
An Edit window opens up under a user name. In the Edit area, scroll down to the User Roles section.
Select one or more user Roles by ticking on the role name in the User Roles section.
Save a user record by selecting the green check mark.

 

Note: If the User Roles section is not visible, a user does not have enough rights to manage Roles under that Internal company.

 

Roles_section_on_a_user