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 a role to a new user, select the role while inviting a user.
To assign role to an existing user, follow these steps:
- Go to Account and click Users.
On Users manage screen, select the user to whom you want to assign a Role.
- Click the Action icon.
The list of possible actions is displayed. - Click Edit to assign a role to the user.
- On Edit User Detail screen, configure the role from the Assign Role option by following the steps given below:
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Select the Assign Company Only Role checkbox if you want to assign a Company Only type of role to the user, else, complete the steps b and c given below.
On selecting the Assign Company Only Role checkbox, you need to select a Company Only type of role. If you select multiple Company Only type of roles, you need to select a default role in the Default Role field.
In the Company/Partner field, select a Company/Partner.
In the Role field, select the user role (IT, Business, Sys Admin, Admin Restricted, View Only, or any custom role you may have on the list).
- Click Save.
A message is displayed confirming that User has been updated successfully.
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