Users and User Roles
You can setup each User with different permissions by assigning a role to each.
When you create User Roles, you specify what access that role has.
To set Users and Roles:
- Click on your profile and select Administration.
- Then select Users.
- First go to the User Roles tab and create any User Roles you require.
- Click + Add Role. Give you role and name and tick the different access options required.
- Once saved, click on the Padlock icon, this will bring up the permission screen. Make your access selections.
- Click Submit.
- Then go to the Users tab.
- Click on Add user and enter the new user Name, Email, and Role. This will automatically send the User an invitation.
- If needed, you can resent the invitation by clicking on the Actions drop-down menu and selecting Resend Invitation.