Assign Roles to Users

Defining a role ensures that users have ownership over specific subsections. Roles provide a way to group permissions and assign them to users or user groups.

  1. Follow the steps for adding a user until you reach the Roles section.

  2. Click the Select Roles menu and choose a role from the list. Once a role is selected, the list of permissions will be shown as labels below the selected role.

    Assign Roles section showing role selection for a user.

  3. A single user can be assigned more than one role. If you want to assign another role, click Assign More Roles then choose another role from the new dropdown list.

    Assign Roles section showing multiple roles assigned to a user.

  4. If you added a role and you would like to remove it from the list, click the trash can button next to the appropriate role.

  5. Continue with the steps to Add a User and save your selections.