Changing User Roles

You can set up roles for each user.
For details on roles, see the "What Is a Role?" section.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Organization / user settings.

  6. On the organization/user setting screen, select an organization, and then click the user name of the user to whom you want to assign a role.

    Organization/user setting screen

  7. On the user details screen, click to change roles.

    Image showing the action link to change roles

  8. On the screen to change roles, select the check boxes of the roles you want assign to users, and click "Edit".

    Screen to change roles