Assigning Roles to a User

Choose one of three methods to assign roles to users or groups:

• Via the Roles Assignment tab

  1. Go to Access > Roles.

  2. Choose or create the role to assign.

  3. In the Assignment tab, click Edit to add or remove groups and users to this role.

  4. Change the Scope option to Unassigned to display the groups and users you can choose from.

  5. To remove a user or group, change the Scope option to Assigned and deselect the checkbox next to the user:

     

  6. Click Save to apply the changes.

• Via the Users Roles tab

  1. Go to Access > Users.

  2. Choose or create the user you wish to modify.

  3. In the Roles tab, click Edit.

  4. In the search bar, type the roles you wish to add or remove for this user.

  5. Select the checkbox next to each role you wish to add and Save:

     

     For the roles already assigned, deselect the checkbox next to their name in the search list. Alternatively, click Remove from the assigned role list to remove a role.

• Via the Groups Roles tab

  1. To assign multiple roles to a single group, go to Access > Groups.

  2. Click on the existing group you want to modify or create one.

  3. In the Roles tab, click Edit.

  4. Change the Scope option to Unassigned.

  5. From the list that appears, select the checkbox for each role you wish to add.

  6. Click Save to apply the changes.

     Optionally, change the Scope option to Assigned and deselect the checkbox next any role you wish to remove, before clicking Save: