Assign Users to a Role : Solution Center

Assign Users to a Role Print

Modified on: Sun, Mar 3, 2019 at 2:19 PM

Use caution as you assign Permissions to Roles! Be sure each user assigned to a Role is on a Need To Know basis only. Remember: It is always easier to grant more access tomorrow than risk a privacy breach today! Learn more on Roles and Permissions here.

1. Click Agency Admin from the System Navigation Bar

2. Click the Permissions tab

3. Select the Role you you wish to assign users from the list on the left

4. Click the Users toggle

5. Select from the list of System Users which Users you wish to be in this Role

Users MUST be assigned a Role before they can log in

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Assign Users to a Role Print

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