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How to assign roles to your users?
How to assign roles to your users?
Mayur Rawte avatar
Written by Mayur Rawte
Updated over a week ago

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:

  1. On the main menu, click on the Settings icon on the top right corner of the page and click on Settings.

  2. Next, click on Users in the sub-menu. This displays an entire list of users within your organization.

  3. Click on the Edit pencil icon on the required user’s record.

  4. 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.

  1. Click on Save to save the added role.

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