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Roles

Roles

Users can be assigned roles that give them permissions to certain functions in this section.

  1. Select the Pencil icon to edit the Roles panel (hover over the upper right hand corner to display the icon).
    The Roles panel on the User Details page.
  2. Double click on a role to add/remove it from a user.
    The available and assigned roles when editing a user's roles.
  3. Hold down Ctrl and select multiple roles then select Add/Remove Selected to add/remove the selected roles.
  4. Search for roles using the bar at the top then select Add/Remove All to add/remove the displayed roles. 
  5. 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.



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