Administrative: Role Assignment and Edit

  1. Assign Roles
    1. Select the Assign Tab
    2. Select the client name
    3. Select the User that needs the role assigned to them
      If the user you are looking for is not listed, check the Client Association settings for that user (See I. User, section B)
    4. Click on the Role you wish to assign to the User from the menu box on the left
    5. Select and verify the Role moved to the menu box on the right
    6. Select Save Changes
      To remove a role, select the role in the right menu box and use the icon.
  1. Edit Roles
    1. Go to Administrative menu and select Roles
    2. Select the Edit Tab
    3. Select the client name (the only option in dropdown box should be your organization)
    4. Select the Role to Edit from the dropdown box
    5. Update any changes needed
      To add new permissions, select them in the left menu box and use the icon. To remove permissions, select them in the right menu box and use the icon.
    6. Select Save Changes