Note: Users need the permission "Account: Roles/Permissions" to add users to roles.

 

Adding a User to a Role

Navigate to the Settings icon from the Main Dashboard: 

dashboard.JPG

Click Roles/Permissions:

roles and permissions.png

Locate the role name that the user needs assigned to from the Roles/Permissions table:

role name.png

Click on the hyperlinked number in the Users column:

role name.png

A slider will appear, start to type the name of the user in the dropdown and select them to be added to the role:

add user.png

 

Removing Users From Roles

If you need to remove users, simply click on the trash can icon next to their name:

add user.png

 

 

 

 

 

 

 

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