Assign a Role to an existing User

  1. From the Navigation panel, click on Administration then click on Roles

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  2. Select a Role to be assigned to Staff Member 

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  3. Click on button Insert in the Users tab

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  4.  A User pop-up window appears from which a user can be searched and selected to be added to the role  

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  5. Select a user and click OK to add the user to the role

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    User is added to the role

  6. Click on Permission tab to view permission set associated with the role

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  7. Click on button Save

  8. To remove a user from a role
    1. Select a user assigned to a role
    2. Click on Remove
    3. Click on Yes to proceed

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