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.