Assign user roles

To assign instance-wide user roles you must be logged in as a user with instance-level role SA or Admin. You can assign users to roles equal to or below your role. For example, if your role is Admin, you cannot assign the role SA to anyone but you can assign Admin or lower roles.

  1. Go to Administration > Roles.

  2. Click on the Users tab.

  3. Scroll or use the filter icon to find the users you want to manage.

  4. Click on the menu and select the role you want to assign to that user.

The selected role remains in the menu on the Roles tab.

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