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How to Assign Roles to a User

Prerequisites

Steps to Follow

1. Access the Users Page (People Management Menu)

To access this page, click People Management > Users in the side menu.

2. Click the Actions Group Icon (⋮) on the Desired Record

Within the Users page, click the actions group icon (⋮) on the row of the user to whom you want to assign roles.

3. Click the Roles Option

After clicking the actions group icon (⋮), click Roles.

4. Assign the Roles to the User

Within the Roles page, locate the roles you want to assign and enable them as needed.