Once a role is created, you can assign that role to a user. You can assign role to an existing user and a new user. To assign role to a new user, select the role while inviting a user.
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| Only a System Admin and an IT User can assign role to users. |
To assign role to an existing user, follow these steps:
- Go to Account and click Users.
On User Manage screen, select user you want to assign the Role.
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| User status must be Inactive to edit and assign the role. To know about the deactivating a user, click here. |
- Click the Action icon of user, which you want to edit. The list of possible actions is displayed.
- Click Edit to assign role to user.
- On Edit User Detail screen, configure the role from the Assign Role option. You can assign a user to multiple partner with multiple role.
- Follow the steps to configure the roles for a user:
- You can select the company/partner from company/partner drop-down list.
- Select the role from Role drop-down list. You can select multiple roles which would be assigned to the user.
- To define the default role in case of multiple roles, select the default role form Default Role drop-down list.
- Click Add More icon to assign multiple company/partner to the user.
- Click Save. A message is displayed confirming that User has been updated successfully.
