How To: User Roles

← Knowledge Base Homepage

← Helpguide Homepage

← Users Roles Overview

How to add Roles to a User

1. Navigate to the Users DataGrid in the left-hand menu.  You can refer to the DataGrid guide by clicking here.
   
   
   

   Open

   

   
   
   
   

2. To add a new Role to a User, click the Add button. You will be presented with the following dialogue window:
   
   
   

   Open

   

   
   
   
   

3. Add the Role you wish to assign to the User, and then select the Accounts or Account Groups you want them to have this Role over. 
   
   
   

4. Click Save & Close to save your changes.

How to delete or remove a Role

1. Navigate to the Users DataGrid in the left-hand menu.
   
   
   

2. Right click on the User and select Roles from the context menu.
   
   
   

3. Right click on the Role you want to remove, then select Delete.
   
   

   
   
   

On this page: