How do I assign a role to a user?

1) To assign a user to a role, from the Projects screen, click on system in the top navigation as shown below.

2) Once in the system menu, navigate to the Roles heading in the left navigation table as highlighted below. You will want to be sure the role you want to assign a user exists in the role table. If the role does not exist, you can add a role or edit a role as needed. Roles can be assigned to multiple users so editing a role can effect more than one person depending on who this role is assigned to in your company. There are lots of customization options in roles allowing you to create the permission settings that is best for the role you want to implement.

3) Once you have the role you want to assign to a user, click the Users tab on the left side navigation table. Here you can add new users, edit, and deactivate users. Those actions are highlighted below, but we're looking to add a role to a user. To add a roll to a user, simply click the blue edit button next to the user you want to add a role to.

4) Once you select edit, you are taken to the details tab of the selected user. In this case we want to change their role, so we click on the role tab just under the user's name as highlighted below.

5) Once in the Roles tab we can choose the role we want the user to be, or multiple roles if applicable, from the company's list of roles. If a user has more than one role, the role with the highest permissions will override the role without those same permissions. Simply check the box next to the role you want to assign to a user, and then click the blue Save User Roles button to save them. Note to edit a users roles you must have the permissions to do so yourself. Standard users normally would not have the permissions to change a users roles. If it gives you an error regarding saving roles, you most likely do not have the permissions required and will need to request them through your admin for the platform.

6) That's it. You've now adjusted a users role or roles.