Assign a User Role

Once a new Permission role is created, it can easily be assigned to user accounts.

  1. Select Account Administration > User Management.

  2. Use the Manage User for Customer drop-down to select which customer to access.

  3. Locate the user in the list or use the Search field to further drill down your search.

  4. Select the User.

  5. Click Edit User.

  6. Locate and click on the Permissions tab from the right-hand side panel.

  7. Fill in the option for Assign to an existing permission role.

  8. Select the Role from the drop-down.

  9. Click Save.