How can I assign roles to users?
There are two ways to assign a role to a user: starting from the role or from the user profile. The first alternative is useful if you want to assign the same role to multiple users. The second alternative, if you want to assign multiple roles to the same user.
If you want to use the first alternative, you need to start by editing the role you wish to assign. Just go to the ‘User Management’ section on the side menu and then click on on the ‘Roles’ tab. Next, click on the pencil icon at the right of the role you wish to edit.
A new page will appear in which you can write the name or email of the user you want to assign to the role. Once you have done this, just click ‘Assign’.
If you wish to assign several users to the same rol, just write their emails or names separated by a comma and then click ‘Assign’.
Before you assign a role to a user, the user must be in the system. For this reason, it is necessary to invite the user. You can assign roles to users that have not yet confirmed their invitation.
If you want to use the second alternative, go to the ‘User Management’ section on the side menu and then to the ‘Users’ tab. Once you are there, click on the pencil icon at the right of the user you wish to edit.
A new page will open next in which you can assign all the roles that you want to the user you have selected. Simply click on the text box that appears in the image below and you will see a list with all available roles. Choose one (or several) and click ‘Assign’.
If you want to use the first alternative, you need to start by editing the role you wish to assign. Just go to the ‘User Management’ section on the side menu and then click on on the ‘Roles’ tab. Next, click on the pencil icon at the right of the role you wish to edit.
A new page will appear in which you can write the name or email of the user you want to assign to the role. Once you have done this, just click ‘Assign’.
If you wish to assign several users to the same rol, just write their emails or names separated by a comma and then click ‘Assign’.
Before you assign a role to a user, the user must be in the system. For this reason, it is necessary to invite the user. You can assign roles to users that have not yet confirmed their invitation.
If you want to use the second alternative, go to the ‘User Management’ section on the side menu and then to the ‘Users’ tab. Once you are there, click on the pencil icon at the right of the user you wish to edit.
A new page will open next in which you can assign all the roles that you want to the user you have selected. Simply click on the text box that appears in the image below and you will see a list with all available roles. Choose one (or several) and click ‘Assign’.
Updated on: 25/10/2018
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