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).
  2. Double click on a role to add/remove it from a user.
  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.