Users can be assigned roles that give them permissions to certain functions in this section.
- Select the Pencil icon to edit the Roles panel (hover over the upper right hand corner to display the icon).
- Double click on a role to add/remove it from a user.
- Hold down Ctrl and select multiple roles then select Add/Remove Selected to add/remove the selected roles.
- Search for roles using the bar at the top then select Add/Remove All to add/remove the displayed roles.
- Select Save.
Note: Users can only assign security roles below their own security restriction level.
Note: Email Only Users should be assigned the Customer View + Sample security role.