Assign roles to your users
Based on assigned user responsibilities, you can tag relevant roles to your organization’s users.
To assign roles to a user:
On the main menu, click on the Settings icon on the top right corner of the page and click on Settings.
Next, click on Users in the sub-menu. This displays an entire list of users within your organization.
Click on the Edit pencil icon on the required user’s record.
As shown below, you can select a relevant Role to tag to this user. The access permissions and visibility is based on this selected role.
Click on Save to save the added role.
