To complete this tutorial, you must first add a user.

Adding roles to users in the directory allows them to have multiple permissions when using the system.

  1. Go to Directory > Users.
  2. Locate the user you want to edit.

    You can browse or search for users.

  3. Click the user entry to open the user’s details.
  4. Do one of the following:
    • Click the Roles tab, and then click Grant Roles.
    • In the Profile tab, click the Pencil icon in Roles and then click Grant Roles.

    Screen capture of the user's details showing the pencil icon in Roles.
  5. To add multiple roles, select or clear the appropriate responsibilities.

    To see all responsibilities, click Available Responsibilities. To see only the currently assigned responsibilities, click Granted Responsibilities.

    Screen capture showing the available responsibilities to grant a user in the Roles tab.

    Click Select All or Remove All to select or clear available and granted responsibilities.

  6. Click Save.