How To: User Roles

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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.
   
   

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

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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.
   
   

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