How To: User Roles

 

    

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.



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



  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.