- Help Center
- Admin Assistance
- User Management & Security
Assigning Roles to a User
You can easily assign a pre-defined set of Permissions by giving a User the right Role
- Go to Administration > User Setup > Users
- Click "Actions" and Edit on the User whose Role you would like to update
- On the Roles Tab, check the box next to the Role (deselect Roles that don't apply) and Save.