Assigning Role to a User

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. 

Only a System Admin and an IT User can assign role to users.

To assign role to an existing user, follow these steps:

1. Go to Account and click Users.
   
   
   
   

2. On User Manage screen, select user you want to assign the Role.

   User status must be Inactive to edit and assign the role. To know about the deactivating a user, click here.
3. Click the Action icon of user, which you want to edit. The list of possible actions is displayed.
4. Click Edit to assign role to user.
   
   
   
   
5. On Edit User Detail screen, configure the role from the Assign Role option. You can assign a user to multiple partner with multiple role. 
   
   
   
   
6. Follow the steps to configure the roles for a user:
   1. You can select the company/partner from company/partner drop-down list. 
   2. Select the role from Role drop-down list. You can select multiple roles which would be assigned to the user.
   3. To define the default role in case of multiple roles, select the default role form Default Role drop-down list.
   4. Click Add More icon to assign multiple company/partner to the user.
7. Click Save. A message is displayed confirming that User has been updated successfully.