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Assign a role to a user

Watch a 7-minute tutorial about permissions

You can assign multiple roles to a single user and multiple users can have the same role.

  1. If you haven't already done so, create or change roles.

  2. Go to the Company menu, click Users, and then click Set Up Users and Roles.

  3. On the User List tab, click the user's name to which you want to assign a role and then click the Edit.

  4. In the Edit User window, click the role you want to assign to this user.

  5. (Optional) View a description of the role in the Description area.

  6. Click Add to move the new role into the Assigned Roles list for the user.

  7. Continue assigning additional roles to the user, as needed.

  8. Repeat steps 4 through 7 for each user.

  9. When you're done, click OK.

See also

11/18/2017 5:08:53 PM
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