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Version: 4

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 a role to a new user, select the role while inviting a user.

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

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

  1. Go to Account and click Users.

  2. On the Users manage screen, select the user to whom you want to assign a Role.

    InformationUser status must be Inactive to edit and assign the role. To know about the deactivating a user, click here.

  3. Click the Action icon. 
    The list of possible actions is displayed.

  4. Click Edit to assign a role to the user.

  5. On the Edit User Detail screen, configure the role from the Assign Role option by following the steps given below:

    1. 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.

    2. In the Company/Partner field, select a Company/Partner.

      InformationYou can select multiple Companies and Partners.

    3. 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). 

      Information
      • The user rights may vary depending upon the role you select here. For more information, click here.
      • If you select multiple roles, you need to select a default role in the Default Role field.

  6. Click Save. 
    A message is displayed confirming that the User has been updated successfully.